Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$556K Hold
2025
Q2
$515K Hold
2025
Q1
$376K Hold
2024
Q4
$345K Sell
2024
Q3
$367K Hold
2024
Q2
$475K Hold
2024
Q1
$559K Hold
2023
Q4
$437K Sell
2023
Q3
$838K Hold
2023
Q2
$915K Hold
2023
Q1
$651K Hold
2022
Q4
$705K Sell
2022
Q3
$831K Hold
2022
Q2
$792K Hold
2022
Q1
$1.01M Hold
2021
Q4
$1.12M Hold
2021
Q3
$1.26M Buy
2021
Q2
$1.07M Sell
2021
Q1
$1.52M Buy
2020
Q4
$759K Buy