Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.35M Hold
2025
Q2
$1.41M Sell
2025
Q1
$1.99M Sell
2024
Q4
$2.2M Hold
2024
Q3
$2.21M Sell
2024
Q2
$1.9M Hold
2024
Q1
$2.1M Sell
2023
Q4
$1.82M Sell
2023
Q3
$1.57M Hold
2023
Q2
$1.5M Hold
2023
Q1
$1.47M Buy
2022
Q4
$1.2M Sell
2022
Q3
$1.08M Hold
2022
Q2
$1.28M Hold
2022
Q1
$1.18M Hold
2021
Q4
$1.22M Buy