Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$498K Hold
2025
Q2
$534K Sell
2025
Q1
$655K Sell
2024
Q4
$993K Hold
2024
Q3
$962K Sell
2024
Q2
$1.59M Hold
2024
Q1
$1.82M Sell
2023
Q4
$2.18M Buy
2023
Q3
$1.25M Sell
2023
Q2
$1.35M Hold
2023
Q1
$1.29M Hold
2022
Q4
$1.69M Buy
2022
Q3
$314K Hold
2022
Q2
$528K Hold
2022
Q1
$607K Buy
2021
Q4
$601K Hold
2021
Q3
$596K Buy
2021
Q2
$381K Hold
2021
Q1
$327K Sell
2020
Q4
$339K Buy