Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$10.7M Buy
2025
Q2
$339K Sell
2025
Q1
$436K Sell
2024
Q4
$788K Buy
2024
Q3
$509K Sell
2024
Q2
$428K Hold
2024
Q1
$380K Sell
2023
Q4
$583K Sell
2023
Q3
$681K Hold
2023
Q2
$713K Hold
2023
Q1
$565K Hold
2022
Q4
$335K Buy
2022
Q3
$716K Sell
2022
Q2
$608K Hold
2022
Q1
$973K Sell
2021
Q4
$997K Sell
2021
Q3
$806K Sell
2021
Q2
$737K Sell
2021
Q1
$805K Sell
2020
Q4
$875K Buy