Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.71M Hold
2025
Q2
$1.58M Hold
2025
Q1
$1.84M Hold
2024
Q4
$1.59M Hold
2024
Q3
$1.62M Hold
2024
Q2
$1.72M Sell
2024
Q1
$3.47M Hold
2023
Q4
$3.28M Hold
2023
Q3
$3.75M Hold
2023
Q2
$3.46M Hold
2023
Q1
$3.59M Hold
2022
Q4
$3.96M Hold
2022
Q3
$3.55M Hold
2022
Q2
$3.19M Hold
2022
Q1
$3.58M Sell
2021
Q4
$3.83M Sell
2021
Q3
$4.15M Buy