Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$832K Hold
2025
Q2
$774K Buy
2025
Q1
$726K Sell
2024
Q4
$1.61M Sell
2024
Q3
$2.54M Buy
2024
Q2
$806K Hold
2024
Q1
$1.15M Hold
2023
Q4
$961K Sell
2023
Q3
$1.14M Buy
2023
Q2
$907K Buy
2023
Q1
$646K Hold
2022
Q4
$708K Hold
2022
Q3
$652K Hold
2022
Q2
$563K Hold
2022
Q1
$864K Sell
2021
Q4
$1.64M Hold
2021
Q3
$2.04M Hold
2021
Q2
$2.07M Buy
2021
Q1
$1.76M Hold
2020
Q4
$1.32M Sell
2020
Q3
$1.32M Buy
2020
Q2
$784K Buy