Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$523K Hold
2025
Q2
$513K Hold
2025
Q1
$495K Sell
2024
Q4
$2M Sell
2024
Q3
$2.13M Sell
2024
Q2
$1.62M Sell
2024
Q1
$1.71M Sell
2023
Q4
$1.79M Sell
2023
Q3
$1.83M Buy
2023
Q2
$1.92M Buy
2023
Q1
$1.95M Buy
2022
Q4
$1.93M Buy
2022
Q3
$1.57M Sell
2022
Q2
$1.84M Buy
2022
Q1
$2.3M Buy
2021
Q4
$2.12M Buy
2021
Q3
$2.05M Buy
2021
Q2
$2.14M Sell
2021
Q1
$2.09M Sell
2020
Q4
$1.94M Sell
2020
Q3
$1.79M Buy
2020
Q2
$1.72M Sell
2020
Q1
$1.51M Buy
2019
Q4
$497K Buy