Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$408K Sell
2025
Q2
$1.19M Sell
2025
Q1
$1.1M Hold
2024
Q4
$997K Hold
2024
Q3
$1.05M Sell
2024
Q2
$1.04M Sell
2024
Q1
$547K Sell
2023
Q4
$693K Hold
2023
Q3
$565K Buy
2023
Q2
$294K Buy
2023
Q1
$214K Hold
2022
Q4
$251K Buy
2022
Q3
$227K Hold
2022
Q2
$208K Hold
2022
Q1
$247K Hold
2021
Q4
$287K Hold
2021
Q3
$290K Hold
2021
Q2
$300K Buy