Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$831K Hold
2025
Q2
$786K Hold
2025
Q1
$514K Hold
2024
Q4
$692K Hold
2024
Q3
$464K Sell
2024
Q2
$478K Hold
2024
Q1
$589K Hold
2023
Q4
$777K Sell
2023
Q3
$343K Hold
2023
Q2
$247K Sell
2023
Q1
$210K Sell
2022
Q4
$549K Sell
2022
Q3
$1.59M Hold
2022
Q2
$1.54M Hold
2022
Q1
$3.94M Sell
2021
Q4
$8.57M Sell
2021
Q3
$11.5M Buy
2021
Q2
$452K Buy