Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.65M Sell
2025
Q2
$1.19M Buy
2025
Q1
$517K Buy
2024
Q4
$609K Buy
2024
Q3
$364K Hold
2024
Q2
$276K Hold
2024
Q1
$245K Sell
2023
Q4
$356K Hold
2023
Q3
$358K Hold
2023
Q2
$375K Buy
2023
Q1
$288K Buy
2022
Q4
Sell
2022
Q3
$355K Hold
2022
Q2
$300K Sell
2022
Q1
$858K Hold
2021
Q4
$911K Hold
2021
Q3
$617K Hold
2021
Q2
$523K Sell
2021
Q1
$568K Buy
2020
Q4
$650K Buy