Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.1M Hold
2025
Q2
$1.5M Sell
2025
Q1
$1.23M Sell
2024
Q4
$2.03M Sell
2024
Q3
$1.33M Hold
2024
Q2
$1M Buy
2024
Q1
$876K Buy
2023
Q4
$1.13M Sell
2023
Q3
$1.18M Buy
2023
Q2
$1.23M Buy
2023
Q1
$907K Buy
2022
Q4
$533K Hold
2022
Q3
$1.15M Sell
2022
Q2
$983K Buy
2022
Q1
$1.56M Hold
2021
Q4
$1.53M Hold
2021
Q3
$1.12M Hold
2021
Q2
$986K Hold
2021
Q1
$968K Sell
2020
Q4
$1.13M Buy