Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$637K Hold
2025
Q2
$600K Hold
2025
Q1
$443K Hold
2024
Q4
$639K Buy
2024
Q3
Sell
2024
Q2
$580K Sell
2024
Q1
$1.23M Hold
2023
Q4
$1.21M Sell
2023
Q3
$1.35M Hold
2023
Q2
$1.44M Hold
2023
Q1
$1.17M Sell
2022
Q4
$1.19M Buy
2022
Q3
$1.43M Buy
2022
Q2
$1.54M Buy
2022
Q1
$2.44M Sell
2021
Q4
$2.98M Sell
2021
Q3
$3.06M Sell
2021
Q2
$3.56M Sell
2021
Q1
$3.72M Buy
2020
Q4
Sell
2020
Q3
$4.9M Buy
2020
Q2
$2.65M Buy
2020
Q1
$813K Buy