Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.04M Sell
2025
Q2
$2.19M Hold
2025
Q1
$2.02M Hold
2024
Q4
$2.1M Sell
2024
Q3
$2.01M Hold
2024
Q2
$2.03M Buy
2024
Q1
$1.61M Hold
2023
Q4
$1.47M Buy
2023
Q3
$1.27M Sell
2023
Q2
$1.26M Buy
2023
Q1
$1.11M Buy
2022
Q4
$1.08M Buy
2022
Q3
$1.04M Buy
2022
Q2
$1.08M Sell
2022
Q1
$1.13M Buy
2021
Q4
$935K Buy