Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.3M Hold
2025
Q2
$925K Sell
2025
Q1
$770K Sell
2024
Q4
$1.22M Sell
2024
Q3
$803K Buy
2024
Q2
$512K Sell
2024
Q1
$534K Hold
2023
Q4
$755K Hold
2023
Q3
$760K Buy
2023
Q2
$764K Buy
2023
Q1
$604K Hold
2022
Q4
$358K Hold
2022
Q3
$772K Hold
2022
Q2
$653K Hold
2022
Q1
$1.05M Buy
2021
Q4
$867K Hold
2021
Q3
$636K Hold
2021
Q2
$557K Hold
2021
Q1
$548K Hold
2020
Q4
$579K Hold
2020
Q3
$352K Buy