Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$418K Hold
2025
Q2
$337K Hold
2025
Q1
$365K Sell
2024
Q4
$1.5M Buy
2024
Q3
$1.35M Buy
2024
Q2
$397K Hold
2024
Q1
$323K Sell
2023
Q4
$846K Sell
2023
Q3
$1.6M Sell
2023
Q2
$2.76M Buy
2023
Q1
$2.12M Sell
2022
Q4
$5.33M Buy
2022
Q3
$4.11M Sell
2022
Q2
$6.75M Buy
2022
Q1
$708K Sell
2021
Q4
$768K Sell
2021
Q3
$4.71M Hold
2021
Q2
$4.56M Hold
2021
Q1
$4.07M Buy