Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$321K Hold
2025
Q2
$327K Sell
2025
Q1
$297K Hold
2024
Q4
$354K Sell
2024
Q3
$460K Sell
2024
Q2
$475K Sell
2024
Q1
$710K Sell
2023
Q4
$850K Sell
2023
Q3
$756K Sell
2023
Q2
$884K Sell
2023
Q1
$1.28M Buy
2022
Q4
$1.19M Buy
2022
Q3
$827K Sell
2022
Q2
$1.05M Buy
2022
Q1
$1.38M Buy
2021
Q4
$1.7M Buy
2021
Q3
$1.42M Hold
2021
Q2
$1.51M Hold
2021
Q1
$1.3M Hold
2020
Q4
$1.38M Hold
2020
Q3
$1.23M Buy