Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.99M Sell
2025
Q2
$5.65M Buy
2025
Q1
$129K Hold
2024
Q4
$186K Sell
2024
Q3
$263K Sell
2024
Q2
$408K Sell
2024
Q1
$431K Buy
2023
Q4
$410K Sell
2023
Q3
$673K Sell
2023
Q2
$1.05M Sell
2023
Q1
$958K Buy
2022
Q4
$969K Buy
2022
Q3
$1.16M Buy
2022
Q2
$854K Sell
2022
Q1
$2.13M Buy
2021
Q4
$717K Buy