Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.19M Hold
2025
Q2
$1.12M Sell
2025
Q1
$1.28M Sell
2024
Q4
$1.43M Buy
2024
Q3
$1.36M Sell
2024
Q2
$1.5M Sell
2024
Q1
$1.6M Buy
2023
Q4
$1.32M Sell
2023
Q3
$1.27M Hold
2023
Q2
$1.43M Buy
2023
Q1
$1.29M Sell
2022
Q4
$1.4M Sell
2022
Q3
$1.09M Buy
2022
Q2
$1.15M Sell
2022
Q1
$1.04M Sell
2021
Q4
$980K Buy