Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.19M Buy
2025
Q2
$1.96M Buy
2025
Q1
$798K Buy
2024
Q4
Sell
2024
Q3
$854K Buy
2024
Q2
$868K Sell
2024
Q1
$1.3M Buy
2023
Q4
$446K Sell
2023
Q3
$1.2M Buy
2023
Q2
$805K Buy
2023
Q1
Hold
2022
Q4
Hold
2022
Q3
Sell
2022
Q2
$236K Buy
2022
Q1
Sell
2021
Q4
$2.08M Buy
2021
Q3
$1.77M Buy
2021
Q2
Hold