Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$421K Sell
2025
Q2
$4.48M Sell
2025
Q1
$4.38M Buy
2024
Q4
$4.1M Buy
2024
Q3
$1.41M Buy
2024
Q2
$2.35M Buy
2024
Q1
$2.78M Buy
2023
Q4
$2.31M Sell
2023
Q3
$1.78M Sell
2023
Q2
$2.65M Buy
2023
Q1
$2.29M Sell
2022
Q4
$2.33M Buy
2022
Q3
$1.49M Sell
2022
Q2
$1.68M Buy
2022
Q1
$939K Buy
2021
Q4
$896K Buy
2021
Q3
$787K Buy
2021
Q2
$305K Buy