Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.62M Sell
2025
Q1
$2.14M Sell
2024
Q4
$2.14M Buy
2024
Q3
$1.66M Sell
2024
Q2
$1.39M Hold
2024
Q1
$1.34M Buy
2023
Q4
Sell
2023
Q3
$1.01M Hold
2023
Q2
$889K Hold
2023
Q1
$1M Sell
2022
Q4
$806K Buy
2022
Q3
$748K Buy
2022
Q2
$891K Hold
2022
Q1
$1M Buy
2021
Q4
$906K Buy