Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Hold
2025
Q2
Sell
2025
Q1
$21.8K Buy
2024
Q4
Sell
2024
Q3
$502K Buy
2024
Q2
$582K Sell
2024
Q1
$4.09M Buy
2023
Q4
$3.52M Sell
2023
Q3
$3.28M Buy
2023
Q2
Sell
2023
Q1
$1.13M Sell
2022
Q4
$1.64M Sell
2022
Q3
$3.47M Sell
2022
Q2
$4.63M Buy
2022
Q1
$6.16M Buy
2021
Q4
$1.01M Buy
2021
Q3
Hold
2021
Q2
Hold
2021
Q1
Hold