Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.79M Sell
2025
Q2
$4.07M Sell
2025
Q1
$2.81M Buy
2024
Q4
$3.03M Sell
2024
Q3
$2.93M Sell
2024
Q2
$3.09M Sell
2024
Q1
$2.27M Buy
2023
Q4
$634K Buy
2023
Q3
$488K Sell
2023
Q2
$558K Sell
2023
Q1
$376K Hold
2022
Q4
$198K Sell
2022
Q3
$165K Buy
2022
Q2
$110K Buy
2022
Q1
$98K Sell
2021
Q4
$121K Buy