Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.26M Buy
2025
Q2
$987K Buy
2025
Q1
$222K Hold
2024
Q4
$270K Hold
2024
Q3
$213K Hold
2024
Q2
$157K Hold
2024
Q1
$172K Hold
2023
Q4
$165K Sell
2023
Q3
$529K Sell
2023
Q2
$673K Hold
2023
Q1
$626K Hold
2022
Q4
$561K Buy
2022
Q3
$555K Sell
2022
Q2
$877K Buy
2022
Q1
$1.66M Sell
2021
Q4
$2.72M Buy
2021
Q3
$4.23M Sell
2021
Q2
$8.25M Buy