Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.18M Hold
2025
Q2
$2.18M Sell
2025
Q1
$1.61M Buy
2024
Q4
Sell
2024
Q3
$598K Buy
2024
Q2
$530K Buy
2024
Q1
Sell
2023
Q4
$330K Hold
2023
Q3
$276K Hold
2023
Q2
$320K Hold
2023
Q1
$295K Sell
2022
Q4
$246K Buy
2022
Q2
Sell
2022
Q1
$254K Sell
2021
Q4
$381K Sell
2021
Q3
$435K Sell
2021
Q2
$543K Buy
2021
Q1
$493K Buy