Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$2.29M Sell
2025
Q1
$2.56M Buy
2024
Q4
$2.09M Buy
2024
Q3
Sell
2024
Q2
$2.7M Buy
2024
Q1
$1.96M Buy
2023
Q4
$1.19M Buy
2023
Q3
$532K Buy
2023
Q2
Hold
2023
Q1
Hold
2022
Q4
Hold
2022
Q3
Hold
2022
Q2
Sell
2022
Q1
$287K Sell
2021
Q4
$697K Buy
2021
Q3
$673K Buy
2021
Q2
Hold