Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$102K Sell
2025
Q2
$852K Buy
2025
Q1
$631K Sell
2024
Q4
$632K Hold
2024
Q3
$550K Buy
2024
Q2
$478K Sell
2024
Q1
$3.05M Sell
2023
Q4
$3.7M Hold
2023
Q3
$3.27M Sell
2023
Q2
$3.95M Hold
2023
Q1
$3.75M Hold
2022
Q4
$3.45M Hold
2022
Q3
$2.95M Sell
2022
Q2
$3.35M Sell
2022
Q1
$3.97M Sell
2021
Q4
$5.64M Hold
2021
Q3
$5.8M Buy
2021
Q2
$6.06M Hold
2021
Q1
$5.49M Hold
2020
Q4
$5.67M Buy