Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$321K Sell
2025
Q2
$404K Sell
2025
Q1
$363K Sell
2024
Q4
$2.61M Buy
2024
Q3
$2.32M Hold
2024
Q2
$1.95M Sell
2024
Q1
$5.04M Sell
2023
Q4
$15.3M Hold
2023
Q3
$15.5M Hold
2023
Q2
$15.3M Hold
2023
Q1
$14.3M Hold
2022
Q4
$13.8M Buy
2022
Q3
$8.71M Hold
2022
Q2
$8.16M Hold
2022
Q1
$10M Hold
2021
Q4
$9.71M Buy