Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$528K Sell
2025
Q2
$682K Sell
2025
Q1
$488K Buy
2024
Q4
$352K Hold
2024
Q3
$276K Sell
2024
Q2
$2.1M Hold
2024
Q1
$2.27M Hold
2023
Q4
$2.95M Hold
2023
Q3
$2.98M Sell
2023
Q2
$3.48M Sell
2023
Q1
$4.55M Buy
2022
Q4
$4.62M Sell
2022
Q3
$4.75M Buy
2022
Q2
$6.16M Buy
2022
Q1
$5.8M Hold
2021
Q4
$6.77M Hold
2021
Q3
$10M Buy
2021
Q2
$4.32M Buy