Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$7.24M Buy
2025
Q2
$592K Hold
2025
Q1
$471K Sell
2024
Q4
$793K Sell
2024
Q3
$1.97M Hold
2024
Q2
$1.83M Sell
2024
Q1
$1.9M Buy
2023
Q4
$1.52M Buy
2023
Q3
$1.17M Buy
2023
Q2
$1.32M Sell
2023
Q1
$1.79M Sell
2022
Q4
$3.12M Buy
2022
Q3
$1.44M Hold
2022
Q2
$1.69M Hold
2022
Q1
$1.8M Hold
2021
Q4
$2.32M Sell
2021
Q3
$3.07M Sell
2021
Q2
$6.46M Sell
2021
Q1
$7.51M Buy