Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$222K Hold
2025
Q2
$185K Sell
2025
Q1
$5.4M Sell
2024
Q4
$5.55M Buy
2024
Q3
$3.29M Sell
2024
Q2
$7.3M Sell
2024
Q1
$6.2M Sell
2023
Q4
$5.63M Sell
2023
Q3
$4.47M Sell
2023
Q2
$9.57M Sell
2023
Q1
$7.81M Sell
2022
Q4
$7.81M Sell
2022
Q3
$4.29M Hold
2022
Q2
$4.53M Buy
2022
Q1
$5.08M Buy
2021
Q4
$4.69M Sell
2021
Q3
$4.61M Buy