Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.2M Buy
2025
Q2
$906K Hold
2025
Q1
$981K Sell
2024
Q4
$1.16M Sell
2024
Q3
$1.12M Buy
2024
Q2
$936K Hold
2024
Q1
$762K Sell
2023
Q4
$2.16M Buy
2023
Q3
$731K Sell
2023
Q2
$842K Buy
2023
Q1
$704K Hold
2022
Q4
$555K Sell
2022
Q3
$1.54M Buy
2022
Q2
$683K Buy
2022
Q1
$758K Buy
2021
Q4
$771K Buy