Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.22M Hold
2025
Q2
$1.27M Buy
2025
Q1
$864K Sell
2024
Q4
$1.33M Sell
2024
Q3
$2.47M Buy
2024
Q2
$2.51M Buy
2024
Q1
$1.54M Hold
2023
Q4
$1.56M Sell
2023
Q3
$1.53M Hold
2023
Q2
$1.7M Hold
2023
Q1
$1.56M Hold
2022
Q4
$1.22M Hold
2022
Q3
$1.09M Sell
2022
Q2
$1.09M Hold
2022
Q1
$1.1M Buy
2021
Q4
$1.2M Buy
2021
Q3
$1.25M Buy