Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.47M Sell
2025
Q2
$4.58M Sell
2025
Q1
$4.66M Buy
2024
Q4
$4.26M Buy
2024
Q3
$4.21M Hold
2024
Q2
$4.21M Sell
2024
Q1
$4.09M Buy
2023
Q4
$2.96M Sell
2023
Q3
$3M Sell
2023
Q2
$3.31M Buy
2023
Q1
$2.73M Sell
2022
Q4
$2.45M Buy
2022
Q1
Sell
2021
Q4
$221K Buy