Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$352K Sell
2025
Q2
$339K Sell
2025
Q1
$408K Sell
2024
Q4
$485K Buy
2024
Q3
$714K Hold
2024
Q2
$445K Sell
2024
Q1
$481K Sell
2023
Q4
$1.17M Hold
2023
Q3
$1.16M Hold
2023
Q2
$1.25M Buy
2023
Q1
$1.25M Hold
2022
Q4
$1.16M Sell
2022
Q3
$1.92M Sell
2022
Q2
$2.64M Sell
2022
Q1
$2.95M Buy
2021
Q4
Sell
2021
Q3
$4.93M Buy
2021
Q2
$7.35M Buy
2021
Q1
$5.34M Buy
2020
Q4
$6.28M Sell
2020
Q3
$2.75M Buy
2020
Q2
$509K Buy
2020
Q1
$131K Buy