Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$871K Hold
2025
Q2
$954K Hold
2025
Q1
$1.06M Buy
2024
Q4
$732K Hold
2024
Q3
$765K Hold
2024
Q2
$694K Sell
2024
Q1
$641K Sell
2023
Q4
$709K Hold
2023
Q3
$661K Hold
2023
Q2
$796K Hold
2023
Q1
$761K Sell
2022
Q4
$777K Hold
2022
Q3
$836K Hold
2022
Q2
$923K Hold
2022
Q1
$1.15M Hold
2021
Q4
$1.2M Hold
2021
Q3
$1.06M Hold
2021
Q2
$982K Buy