Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$630K Buy
2025
Q2
$638K Sell
2025
Q1
$607K Sell
2024
Q4
$877K Buy
2024
Q3
$892K Hold
2024
Q2
$730K Buy
2024
Q1
$981K Buy
2023
Q4
$898K Sell
2023
Q3
$1.39M Buy
2023
Q2
$1.45M Sell
2023
Q1
$1.29M Sell
2022
Q4
$1.19M Sell
2022
Q3
$1.42M Buy
2022
Q2
$771K Buy
2022
Q1
$774K Buy
2021
Q4
$68K Hold
2021
Q3
$77K Hold
2021
Q2
$84K Hold
2021
Q1
$52K Hold
2020
Q4
$52K Buy