Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$801K Hold
2025
Q2
$817K Hold
2025
Q1
$730K Hold
2024
Q4
$870K Hold
2024
Q3
$1.02M Hold
2024
Q2
$866K Hold
2024
Q1
$1.08M Hold
2023
Q4
$1.25M Hold
2023
Q3
$1.1M Hold
2023
Q2
$1.27M Hold
2023
Q1
$1.41M Hold
2022
Q4
$1.34M Buy
2022
Q1
Sell
2021
Q4
$2.38M Hold
2021
Q3
$2.08M Sell
2021
Q2
$2.21M Buy
2021
Q1
$1.9M Buy
2020
Q4
$14.3K Sell
2020
Q3
$1.79M Sell
2020
Q2
$2.77M Buy