Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$622K Hold
2025
Q1
$497K Buy
2024
Q4
$294K Sell
2024
Q3
$2.02M Buy
2024
Q2
$1.44M Buy
2024
Q1
$912K Buy
2022
Q4
Sell
2022
Q3
$662K Sell
2022
Q2
$3.47M Buy
2022
Q1
$1.35M Buy
2021
Q4
$853K Buy
2021
Q3
Sell
2021
Q2
$1.7M Buy
2021
Q1
$1.13M Buy