Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$326K Hold
2025
Q1
$363K Hold
2024
Q4
$415K Buy
2024
Q3
$552K Hold
2024
Q2
$344K Sell
2024
Q1
$375K Hold
2023
Q4
$755K Sell
2023
Q3
$1.06M Hold
2023
Q2
$1.14M Hold
2023
Q1
$1.23M Sell
2022
Q4
$2.02M Buy
2022
Q3
$3.04M Hold
2022
Q2
$4.18M Buy
2022
Q1
$4.05M Hold
2021
Q4
$6.09M Hold
2021
Q3
$6.85M Buy
2021
Q2
$10.1M Buy
2021
Q1
$7.37M Buy