Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$669K Sell
2025
Q2
$675K Sell
2025
Q1
$1.4M Sell
2024
Q4
$1.78M Sell
2024
Q3
$4.2M Sell
2024
Q2
$4.64M Buy
2024
Q1
$4.97M Sell
2023
Q4
$4.25M Sell
2023
Q3
$3.73M Hold
2023
Q2
$3.79M Sell
2023
Q1
$3.23M Hold
2022
Q4
$2.94M Sell
2022
Q3
$2.79M Hold
2022
Q2
$3.29M Hold
2022
Q1
$3.69M Sell
2021
Q4
$4.95M Sell
2021
Q3
$4.2M Buy