Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$206K Buy
2024
Q4
Sell
2024
Q3
$2.96M Sell
2024
Q2
$3.7M Sell
2024
Q1
$3.35M Buy
2023
Q4
$3.53M Buy
2023
Q3
$2.1M Buy
2023
Q2
$1.75M Buy
2023
Q1
$1.59M Buy
2022
Q4
$1.85M Sell
2022
Q3
$1.67M Buy
2022
Q2
$507K Hold
2022
Q1
$585K Hold
2021
Q4
$713K Hold
2021
Q3
$697K Hold
2021
Q2
$799K Hold
2021
Q1
$779K Hold
2020
Q4
$650K Buy
2020
Q3
$623K Hold
2020
Q2
$606K Hold
2020
Q1
$531K Sell
2019
Q4
$641K Buy