Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.08M Sell
2025
Q2
$928K Sell
2025
Q1
$838K Sell
2024
Q4
$1.15M Sell
2024
Q3
$1.35M Hold
2024
Q2
$1.05M Buy
2024
Q1
$674K Buy
2023
Q4
Sell
2023
Q3
$751K Hold
2023
Q2
$1.05M Sell
2023
Q1
$789K Buy
2022
Q4
Sell
2022
Q3
$1.56M Sell
2022
Q2
$5.96M Buy
2022
Q1
$4.59M Buy
2021
Q4
$5.21M Buy
2021
Q3
$4.58M Buy
2021
Q2
$301K Buy