Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$222K Buy
2025
Q1
Sell
2024
Q4
$1.75M Hold
2024
Q3
$1.13M Hold
2024
Q2
$856K Sell
2024
Q1
$763K Sell
2023
Q4
$1.08M Hold
2023
Q3
$1.09M Sell
2023
Q2
$1.14M Sell
2023
Q1
$905K Buy
2022
Q4
$502K Buy
2022
Q3
$1.01M Sell
2022
Q2
$867K Sell
2022
Q1
$1.43M Buy
2021
Q4
$1.35M Sell
2021
Q3
$1.01M Hold
2021
Q2
$884K Sell
2021
Q1
$1.17M Sell
2020
Q4
$1.24M Buy
2020
Q3
$751K Hold
2020
Q2
$378K Hold
2020
Q1
$183K Buy