Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$295K Sell
2025
Q2
$546K Sell
2025
Q1
$22.3M Buy
2024
Q4
$728K Hold
2024
Q3
$801K Hold
2024
Q2
$782K Hold
2024
Q1
$675K Buy
2023
Q4
$651K Buy
2023
Q3
$301K Buy
2023
Q2
$312K Buy
2023
Q1
$202K Buy
2022
Q4
$183K Buy
2022
Q3
$98K Sell
2022
Q2
$298K Buy
2019
Q1
Sell
2018
Q4
$308K Buy
2018
Q3
$281K Buy
2018
Q2
$225K Buy