Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.9M Sell
2025
Q1
$1.72M Sell
2024
Q4
$1.83M Buy
2024
Q3
$1.73M Sell
2024
Q2
$1.75M Hold
2024
Q1
$1.89M Buy
2023
Q4
$1.95M Sell
2023
Q3
$1.62M Sell
2023
Q2
$1.8M Buy
2023
Q1
$1.76M Buy
2022
Q4
$1.28M Hold
2022
Q3
$1.17M Buy
2022
Q2
$1.26M Hold
2022
Q1
$1.67M Hold
2021
Q4
$2.11M Buy
2021
Q3
$1.77M Buy