Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.57M Buy
2025
Q2
$635K Hold
2025
Q1
$623K Hold
2024
Q4
$703K Buy
2024
Q3
$746K Sell
2024
Q2
$721K Hold
2024
Q1
$769K Sell
2023
Q4
$889K Hold
2023
Q3
$757K Hold
2023
Q2
$807K Sell
2023
Q1
$975K Buy
2022
Q4
$660K Sell
2022
Q3
$738K Hold
2022
Q2
$741K Buy
2022
Q1
$800K Buy
2021
Q4
$1.05M Sell
2021
Q3
$863K Buy
2021
Q2
$711K Hold
2021
Q1
$674K Hold
2020
Q4
$583K Buy