Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$864K Sell
2025
Q2
$871K Sell
2025
Q1
$1.15M Sell
2024
Q4
$1.37M Sell
2024
Q3
$1.09M Sell
2024
Q2
$1.33M Hold
2024
Q1
$1.52M Hold
2023
Q4
$1.82M Hold
2023
Q3
$1.6M Hold
2023
Q2
$1.5M Hold
2023
Q1
$1.19M Hold
2022
Q4
$936K Sell
2022
Q3
$1.49M Sell
2022
Q2
$1.75M Buy