Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$618K Sell
2025
Q2
$726K Sell
2025
Q1
$534K Buy
2024
Q4
$517K Buy
2024
Q3
$448K Buy
2024
Q2
$357K Sell
2024
Q1
$4.94M Sell
2023
Q4
$17.9M Hold
2023
Q3
$17.5M Hold
2023
Q2
$15.4M Hold
2023
Q1
$13.5M Hold
2022
Q4
$12.3M Hold
2022
Q3
$9.61M Hold
2022
Q2
$8.56M Sell
2022
Q1
$9.37M Sell
2021
Q4
$10.6M Buy