Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.28M Sell
2025
Q2
$1.07M Buy
2025
Q1
$926K Hold
2024
Q4
$741K Buy
2024
Q3
$778K Hold
2024
Q2
$734K Hold
2024
Q1
$706K Hold
2023
Q4
$643K Buy
2023
Q3
$394K Hold
2023
Q2
$403K Sell
2023
Q1
$355K Buy
2022
Q4
$364K Hold
2022
Q3
$254K Hold
2022
Q2
$296K Hold
2022
Q1
$311K Hold
2021
Q4
$416K Buy