Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3M Sell
2025
Q2
$2.55M Sell
2025
Q1
$2.06M Sell
2024
Q4
$2.55M Buy
2024
Q3
$2.29M Buy
2024
Q2
$2.19M Sell
2024
Q1
$1.82M Sell
2023
Q4
$1.06M Sell
2023
Q3
$943K Buy
2023
Q2
$891K Sell
2023
Q1
$610K Sell
2022
Q4
$356K Sell
2022
Q3
$301K Sell
2022
Q2
$398K Buy
2022
Q1
$601K Sell
2021
Q4
$805K Buy
2021
Q3
$349K Hold
2021
Q2
$337K Buy
2021
Q1
$219K Sell
2020
Q4
$258K Buy