Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$970K Buy
2024
Q4
$1.15M Buy
2024
Q3
$950K Sell
2024
Q2
$1.03M Hold
2024
Q1
$754K Sell
2023
Q4
$438K Hold
2023
Q3
$385K Sell
2023
Q2
$620K Sell
2023
Q1
$660K Hold
2022
Q4
$347K Hold
2022
Q3
$288K Buy
2022
Q2
$208K Sell
2022
Q1
$965K Buy
2021
Q4
$982K Sell
2021
Q3
$904K Buy
2021
Q2
$315K Hold
2021
Q1
$210K Hold
2020
Q4
$206K Sell
2020
Q3
$222K Buy