Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$895K Buy
2025
Q2
$726K Sell
2025
Q1
$1.24M Sell
2024
Q4
$1.15M Buy
2024
Q3
$1.35M Buy
2024
Q2
$683K Sell
2024
Q1
$584K Sell
2023
Q4
$494K Sell
2023
Q3
$393K Sell
2023
Q2
$427K Sell
2023
Q1
$352K Hold
2022
Q4
$333K Sell
2022
Q3
$273K Hold
2022
Q2
$288K Buy
2022
Q1
Sell
2021
Q4
$340K Sell
2021
Q3
$282K Buy
2021
Q2
$271K Sell
2021
Q1
$277K Buy
2020
Q4
$216K Buy