Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.21M Sell
2025
Q2
$3.99M Sell
2025
Q1
$2.05M Sell
2024
Q4
$6.66M Buy
2024
Q3
$370K Sell
2024
Q2
$430K Buy
2024
Q1
$365K Buy
2023
Q4
$435K Sell
2023
Q3
$546K Sell
2023
Q2
$530K Buy
2023
Q1
$185K Hold
2022
Q4
$104K Buy
2022
Q3
$141K Hold
2022
Q2
$122K Buy
2022
Q1
$223K Sell
2021
Q4
$418K Buy
2021
Q3
$208K Buy