Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$800K Hold
2025
Q2
$572K Buy
2025
Q1
$460K Buy
2024
Q4
$685K Hold
2024
Q3
$443K Buy
2024
Q2
$330K Buy
2024
Q1
$278K Sell
2023
Q4
$343K Buy
2023
Q3
$438K Sell
2023
Q2
$459K Hold
2023
Q1
$364K Buy
2022
Q4
$214K Hold
2022
Q3
$460K Buy
2022
Q2
$374K Sell
2022
Q1
$603K Hold
2021
Q4
$592K Hold
2021
Q3
$434K Hold
2021
Q2
$381K Buy
2021
Q1
$341K Buy
2020
Q4
$353K Buy