Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.57M Buy
2025
Q2
$2.42M Buy
2025
Q1
$421K Buy
2024
Q4
$409K Buy
2024
Q3
$461K Buy
2024
Q2
$469K Buy
2024
Q1
$367K Hold
2023
Q4
$367K Sell
2023
Q3
$316K Sell
2023
Q2
$335K Buy
2023
Q1
$248K Sell
2022
Q4
$224K Buy
2022
Q1
Sell
2021
Q4
$239K Sell
2021
Q3
$244K Sell
2021
Q2
$345K Buy
2021
Q1
$276K Buy
2020
Q4
$257K Sell
2020
Q3
$299K Sell
2020
Q2
$298K Buy