Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$745K Hold
2025
Q2
$836K Sell
2025
Q1
$824K Sell
2024
Q4
$899K Sell
2024
Q3
$1.23M Sell
2024
Q2
$1.23M Sell
2024
Q1
$1.41M Sell
2023
Q4
$1.34M Sell
2023
Q3
$1.28M Sell
2023
Q2
$1.17M Hold
2023
Q1
$1.25M Sell
2022
Q4
$1.15M Hold
2022
Q3
$1M Hold
2022
Q2
$1.01M Buy