Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$560K Buy
2025
Q2
$337K Hold
2025
Q1
$273K Hold
2024
Q4
$313K Hold
2024
Q3
$315K Hold
2024
Q2
$226K Hold
2024
Q1
$372K Hold
2023
Q4
$569K Hold
2023
Q3
$437K Hold
2023
Q2
$604K Hold
2023
Q1
$451K Sell
2022
Q4
$1.42M Sell
2022
Q3
$2.38M Sell
2022
Q2
$2.95M Sell
2022
Q1
$7.96M Sell
2021
Q4
$11.5M Sell
2021
Q3
$10.1M Buy
2021
Q2
$8.81M Sell
2021
Q1
$8.79M Buy