Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$875K Hold
2025
Q2
$875K Hold
2025
Q1
$979K Hold
2024
Q4
$881K Hold
2024
Q3
$849K Hold
2024
Q2
$720K Hold
2024
Q1
$819K Hold
2023
Q4
$714K Sell
2023
Q3
$923K Sell
2023
Q2
$1.06M Buy
2023
Q1
$954K Buy
2022
Q4
$798K Buy
2022
Q3
$712K Buy
2022
Q2
$662K Sell
2022
Q1
$1.07M Buy
2021
Q4
$738K Hold
2021
Q3
$701K Hold
2021
Q2
$586K Hold
2021
Q1
$565K Buy
2020
Q4
Sell
2020
Q3
$550K Buy