Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.06M Sell
2025
Q2
$829K Hold
2025
Q1
$530K Buy
2024
Q4
$631K Buy
2024
Q3
$625K Hold
2024
Q2
$518K Hold
2024
Q1
$461K Hold
2023
Q4
$387K Sell
2023
Q3
$399K Buy
2023
Q2
$448K Sell
2023
Q1
$353K Sell
2022
Q4
$313K Hold
2022
Q3
$234K Hold
2022
Q2
$268K Hold
2022
Q1
$317K Buy
2021
Q4
$332K Hold
2021
Q3
$331K Sell
2021
Q2
$301K Sell
2021
Q1
$288K Buy
2020
Q4
$230K Buy