Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$998K Buy
2024
Q4
$745K Buy
2024
Q3
$681K Sell
2024
Q2
$589K Buy
2024
Q1
$509K Buy
2023
Q4
$301K Buy
2023
Q3
$292K Buy
2023
Q2
$323K Sell
2023
Q1
$338K Buy
2022
Q4
$203K Sell
2022
Q3
$250K Hold
2022
Q2
$275K Buy
2022
Q1
$208K Sell
2021
Q4
$210K Buy
2021
Q3
Sell
2021
Q2
$354K Sell
2021
Q1
$511K Buy
2020
Q4
$474K Sell
2020
Q3
$441K Buy