Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.9M Sell
2025
Q2
$1.91M Sell
2025
Q1
$1.67M Sell
2024
Q4
$2M Hold
2024
Q3
$1.7M Hold
2024
Q2
$1.76M Sell
2024
Q1
$1.65M Buy
2023
Q4
$1.35M Sell
2023
Q3
$1.15M Sell
2023
Q2
$1.23M Buy
2023
Q1
$976K Buy
2022
Q4
$788K Hold
2022
Q3
$1.06M Buy
2022
Q2
$901K Buy
2022
Q1
$1.31M Buy
2021
Q4
$1.27M Hold
2021
Q3
$1.25M Sell
2021
Q2
$2.34M Buy
2021
Q1
$2.06M Buy
2019
Q4
$577K Buy