Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.71M Buy
2025
Q1
$559K Hold
2024
Q4
$553K Sell
2024
Q3
$770K Sell
2024
Q2
$880K Buy
2024
Q1
$1.24M Buy
2023
Q4
$506K Sell
2023
Q3
$522K Sell
2023
Q2
$729K Buy
2023
Q1
$419K Buy
2022
Q4
$300K Sell
2022
Q3
$535K Buy
2022
Q2
$245K Hold
2022
Q1
$260K Hold
2021
Q4
$372K Hold
2021
Q3
$464K Buy