Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$875K Buy
2025
Q1
Sell
2024
Q4
$1.07M Hold
2024
Q3
$865K Hold
2024
Q2
$754K Hold
2024
Q1
$647K Hold
2023
Q4
$814K Hold
2023
Q3
$987K Hold
2023
Q2
$1.14M Hold
2023
Q1
$950K Hold
2022
Q4
$1.03M Buy
2022
Q1
Sell
2021
Q4
$774K Sell
2021
Q3
$1.3M Buy
2021
Q2
$981K Buy