Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.42M Buy
2025
Q2
$1.26M Buy
2025
Q1
$1.11M Sell
2024
Q4
$1.14M Hold
2024
Q3
$1.02M Buy
2024
Q2
$692K Sell
2024
Q1
$668K Buy
2023
Q4
$544K Buy
2023
Q3
$427K Hold
2023
Q2
$420K Hold
2023
Q1
$394K Sell
2022
Q4
$522K Buy
2022
Q3
$380K Buy
2021
Q4
Sell
2021
Q3
$244K Sell
2021
Q2
$268K Hold
2021
Q1
$258K Sell
2020
Q4
$283K Buy
2020
Q3
$264K Buy