Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$313K Hold
2025
Q3
$219K Hold
2025
Q2
$156K Hold
2025
Q1
$194K Hold
2024
Q4
$210K Sell
2024
Q3
$242K Hold
2024
Q2
$517K Hold
2024
Q1
$698K Hold
2023
Q4
$502K Hold
2023
Q3
$667K Hold
2023
Q2
$876K Hold
2023
Q1
$1.05M Sell
2022
Q4
$1.18M Hold
2022
Q3
$916K Sell
2022
Q2
$874K Buy
2022
Q1
$870K Buy
2021
Q4
$677K Buy
2021
Q3
$676K Buy
2021
Q2
$730K Buy
2021
Q1
$689K Sell
2020
Q4
$651K Buy