Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$884K Hold
2025
Q2
$884K Sell
2025
Q1
$952K Sell
2024
Q4
$1.04M Sell
2024
Q3
$6.02M Buy
2024
Q2
$4.3M Sell
2024
Q1
$3.9M Buy
2023
Q4
$4M Sell
2023
Q3
$3.44M Buy
2023
Q2
$2.03M Buy
2023
Q1
$1.73M Sell
2022
Q4
$2.26M Buy
2022
Q3
$944K Buy
2022
Q2
Sell
2022
Q1
$488K Hold
2021
Q4
$488K Sell
2021
Q3
$992K Buy
2020
Q4
$330K Buy