Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$780K Sell
2025
Q1
$2.06M Hold
2024
Q4
$2.04M Sell
2024
Q3
$3.32M Hold
2024
Q2
$2.95M Sell
2024
Q1
$4.86M Sell
2023
Q4
$6.26M Hold
2023
Q3
$5.52M Hold
2023
Q2
$5.46M Buy
2023
Q1
$4.99M Buy
2022
Q4
$3.69M Hold
2022
Q3
$3.73M Sell
2022
Q2
$4.96M Hold
2022
Q1
$5.44M Hold
2021
Q4
$7.04M Buy
2021
Q3
$5.23M Buy
2021
Q2
$4.14M Buy
2021
Q1
$3.03M Buy
2020
Q4
$1.01M Buy
2020
Q3
$410K Buy
2020
Q2
$271K Buy
2020
Q1
$215K Buy
2019
Q4
$159K Buy