Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.59M Sell
2025
Q2
$1.28M Buy
2025
Q1
$1.22M Sell
2024
Q4
$1.39M Buy
2024
Q3
$1.29M Buy
2024
Q2
$1.17M Sell
2024
Q1
$983K Buy
2023
Q4
$1.1M Buy
2023
Q3
$977K Buy
2023
Q2
$432K Hold
2023
Q1
$368K Hold
2022
Q4
$290K Hold
2022
Q3
$308K Sell
2022
Q2
$315K Buy
2022
Q1
Sell
2021
Q4
$221K Buy