Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$328K Sell
2025
Q2
$1.84M Sell
2025
Q1
$2.21M Hold
2024
Q4
$2.64M Sell
2024
Q3
$3.41M Buy
2024
Q2
$2.51M Buy
2024
Q1
$2.52M Buy
2023
Q4
$2.78M Hold
2023
Q3
$2.45M Buy
2023
Q2
$2.75M Hold
2023
Q1
$3.05M Buy
2022
Q4
$2.83M Sell
2022
Q3
$5.27M Buy
2022
Q2
$6.14M Buy
2022
Q1
$7.41M Hold
2021
Q4
$9.18M Buy