Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.14M Sell
2025
Q2
$1.69M Buy
2025
Q1
$1M Hold
2024
Q4
$1.11M Buy
2024
Q3
$1.03M Sell
2024
Q2
$947K Sell
2024
Q1
$1.18M Sell
2023
Q4
$1.21M Sell
2023
Q3
$938K Sell
2023
Q2
$999K Buy
2023
Q1
$860K Buy
2022
Q4
$681K Buy
2022
Q3
$607K Sell
2022
Q2
$651K Sell
2022
Q1
$1.67M Sell
2021
Q4
$2.24M Hold
2021
Q3
$2.05M Buy
2021
Q2
$1.28M Buy