Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$991K Sell
2025
Q2
$1.05M Buy
2025
Q1
$1.1M Hold
2024
Q4
$963K Hold
2024
Q3
$1.02M Sell
2024
Q2
$1.63M Sell
2024
Q1
$1.86M Sell
2023
Q4
$1.77M Buy
2023
Q3
$1.85M Sell
2023
Q2
$1.74M Sell
2023
Q1
$1.91M Sell
2022
Q4
$1.86M Hold
2022
Q3
$1.52M Buy
2022
Q2
$1.47M Sell
2022
Q1
$1.54M Hold
2021
Q4
$1.39M Buy