Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.4M Sell
2025
Q2
$1.39M Hold
2025
Q1
$1.42M Hold
2024
Q4
$1.52M Buy
2024
Q3
$1.44M Sell
2024
Q2
$1.54M Hold
2024
Q1
$1.85M Sell
2023
Q4
$1.47M Sell
2023
Q3
$1.28M Hold
2023
Q2
$1.26M Hold
2023
Q1
$1.1M Sell
2022
Q4
$994K Hold
2022
Q3
$841K Buy
2022
Q2
$822K Sell
2022
Q1
$881K Hold
2021
Q4
$883K Buy
2021
Q3
$789K Hold
2021
Q2
$893K Hold
2021
Q1
$929K Buy