Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$432K Hold
2025
Q2
$440K Buy
2025
Q1
$366K Sell
2024
Q4
$509K Sell
2024
Q3
$631K Sell
2024
Q2
$544K Sell
2024
Q1
$760K Sell
2023
Q4
$945K Sell
2023
Q3
$1.04M Hold
2023
Q2
$1.2M Sell
2023
Q1
$1.35M Sell
2022
Q4
$1.3M Hold
2022
Q3
$923K Hold
2022
Q2
$1.14M Sell
2022
Q1
$1.58M Hold
2021
Q4
$1.95M Sell
2021
Q3
$1.72M Buy
2021
Q2
$1.71M Sell
2021
Q1
$1.58M Hold
2020
Q4
$1.68M Buy