Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$832K Buy
2025
Q1
$676K Buy
2024
Q4
$626K Buy
2024
Q3
$578K Hold
2024
Q2
$583K Hold
2024
Q1
$629K Sell
2023
Q4
$672K Buy
2023
Q3
$549K Sell
2023
Q2
$1.06M Hold
2023
Q1
$1.08M Sell
2022
Q4
$797K Sell
2022
Q3
$770K Hold
2022
Q2
$832K Hold
2022
Q1
$1.1M Hold
2021
Q4
$1.41M Buy
2021
Q3
$988K Buy