Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$837K Buy
2025
Q2
$44.9K Sell
2025
Q1
$1.34M Buy
2024
Q2
Sell
2024
Q1
$201K Buy
2023
Q4
Hold
2023
Q3
Sell
2023
Q2
$4.28M Sell
2023
Q1
$5.64M Hold
2022
Q4
$3.88M Buy
2022
Q2
Sell
2022
Q1
$4.01M Buy
2021
Q4
$557K Sell
2021
Q3
$10.6M Buy
2021
Q2
$766K Buy
2021
Q1
Sell
2020
Q4
$2.22M Buy