Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$491K Sell
2025
Q2
$539K Buy
2025
Q1
$560K Hold
2024
Q4
$555K Hold
2024
Q3
$665K Hold
2024
Q2
$590K Sell
2024
Q1
$2.38M Sell
2023
Q4
$2.91M Sell
2023
Q3
$2.61M Buy
2023
Q2
$2.53M Buy
2023
Q1
$2.33M Buy
2022
Q4
$2.01M Sell
2022
Q3
$2.05M Sell
2022
Q2
$2.42M Buy
2022
Q1
$2.59M Buy
2021
Q4
$2.93M Sell
2021
Q3
$2.48M Buy