Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$923K Sell
2025
Q2
$986K Buy
2025
Q1
$922K Hold
2024
Q4
$805K Sell
2024
Q3
$1.28M Sell
2024
Q2
$1.28M Sell
2024
Q1
$1.55M Hold
2023
Q4
$1.34M Buy
2023
Q3
$1.22M Sell
2023
Q2
$1.22M Buy
2023
Q1
$1.21M Buy
2022
Q4
$1.19M Hold
2022
Q3
$1M Buy
2022
Q2
$1.8M Buy
2022
Q1
$1.7M Hold
2021
Q4
$1.72M Buy