Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$744K Sell
2025
Q2
$733K Buy
2025
Q1
$478K Sell
2024
Q4
$399K Buy
2024
Q3
$483K Hold
2024
Q2
$467K Buy
2024
Q1
$460K Sell
2023
Q4
$461K Sell
2023
Q3
$1.49M Sell
2023
Q2
$1.41M Buy
2023
Q1
$1.01M Buy
2022
Q4
$790K Sell
2022
Q3
$849K Hold
2022
Q2
$656K Buy
2022
Q1
$1.01M Hold
2021
Q4
$1.19M Sell
2021
Q3
$1.3M Hold
2021
Q2
$1.45M Sell
2021
Q1
$1.58M Buy
2020
Q4
Sell
2020
Q3
$65K Buy