Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$395K Sell
2025
Q2
$2.95M Sell
2025
Q1
$7.82M Buy
2024
Q4
$2.83M Buy
2024
Q3
$4.17M Buy
2024
Q2
$2.69M Sell
2024
Q1
$3.19M Buy
2023
Q4
$3.37M Sell
2023
Q3
$3.19M Hold
2023
Q2
$4.35M Buy
2023
Q1
$3.85M Hold
2022
Q4
$4.6M Hold
2022
Q3
$3.62M Buy
2022
Q2
$2.94M Buy
2022
Q1
$3.35M Buy
2021
Q4
$2.43M Hold
2021
Q3
$2.28M Buy
2021
Q2
$2.45M Hold
2021
Q1
$2.52M Buy