Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$888K Sell
2025
Q2
$936K Sell
2025
Q1
$691K Hold
2024
Q4
$730K Buy
2024
Q3
$606K Buy
2024
Q2
$549K Buy
2023
Q3
Sell
2023
Q2
$380K Sell
2023
Q1
$572K Sell
2022
Q4
$1.46M Sell
2022
Q3
$1.55M Sell
2022
Q2
$1.38M Sell
2022
Q1
$1.75M Buy
2021
Q4
$258K Sell
2021
Q3
$1.23M Sell
2021
Q2
$3.38M Sell
2021
Q1
$6.6M Buy