Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.63M Sell
2025
Q2
$1.67M Sell
2025
Q1
$1.77M Buy
2024
Q4
$1.59M Buy
2024
Q3
$1.65M Sell
2024
Q2
$1.46M Sell
2024
Q1
$1.48M Hold
2023
Q4
$1.32M Hold
2023
Q3
$1.22M Hold
2023
Q2
$1.13M Buy
2023
Q1
$1.14M Buy
2022
Q4
$389K Buy
2022
Q3
$312K Hold
2022
Q2
$337K Buy
2022
Q1
$345K Hold
2021
Q4
$321K Hold
2021
Q3
$280K Hold
2021
Q2
$260K Hold
2021
Q1
$255K Buy
2020
Q4
$202K Buy