Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.91M Buy
2025
Q2
Sell
2025
Q1
$279K Hold
2024
Q4
$286K Sell
2024
Q3
$323K Buy
2024
Q2
$294K Hold
2024
Q1
$291K Hold
2023
Q4
$279K Hold
2023
Q3
$228K Hold
2023
Q2
$205K Buy
2022
Q3
Sell
2022
Q2
$269K Hold
2022
Q1
$335K Hold
2021
Q4
$448K Buy
2021
Q3
$264K Sell
2021
Q2
$342K Hold
2021
Q1
$268K Hold
2020
Q4
$265K Sell
2020
Q3
$267K Buy
2020
Q2
$207K Buy