Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.29M Sell
2025
Q1
$1.53M Buy
2024
Q4
$1.27M Hold
2024
Q3
$1.3M Sell
2024
Q2
$1.41M Hold
2024
Q1
$1.46M Hold
2023
Q4
$1.38M Sell
2023
Q3
$1.46M Sell
2023
Q2
$1.33M Sell
2023
Q1
$1.31M Buy
2022
Q4
$1.12M Buy
2022
Q3
$716K Sell
2022
Q2
$738K Buy
2022
Q1
$740K Buy
2014
Q4
Sell
2014
Q3
$205K Hold
2014
Q2
$215K Buy