Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.26M Buy
2025
Q1
$3.03M Buy
2024
Q4
$134K Sell
2024
Q3
$424K Buy
2024
Q2
$318K Buy
2024
Q1
$110K Hold
2023
Q4
$98.9K Buy
2023
Q3
$50.6K Sell
2023
Q2
$109K Sell
2023
Q1
$872K Sell
2022
Q4
$1.25M Sell
2022
Q3
$1.6M Buy
2022
Q2
$1.36M Buy
2022
Q1
$1.38M Buy
2021
Q4
$1M Buy
2021
Q3
$496K Sell
2021
Q2
$630K Buy
2021
Q1
$370K Buy
2020
Q4
$236K Hold
2020
Q3
$132K Hold
2020
Q2
$158K Buy