Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.97M Sell
2025
Q2
$3.18M Buy
2025
Q1
$1.75M Sell
2024
Q4
$2.02M Sell
2024
Q3
$1.74M Sell
2024
Q2
$1.88M Hold
2024
Q1
$1.76M Hold
2023
Q4
$1.48M Sell
2023
Q3
$1.25M Buy
2023
Q2
$1.19M Buy
2023
Q1
$945K Buy
2022
Q4
$306K Buy
2022
Q3
$389K Buy
2022
Q2
$361K Sell
2022
Q1
$603K Hold
2021
Q4
$617K Sell
2021
Q3
$746K Buy
2021
Q2
$719K Buy
2021
Q1
$631K Sell
2020
Q4
$801K Buy