Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$469K Hold
2025
Q2
$459K Sell
2025
Q1
$1.1M Sell
2024
Q4
$1.14M Sell
2024
Q3
$1.23M Buy
2024
Q2
$765K Sell
2024
Q1
$765K Buy
2023
Q4
$850K Buy
2023
Q3
$704K Buy
2023
Q2
$621K Buy
2023
Q1
$470K Buy
2022
Q4
$462K Sell
2022
Q3
$435K Buy
2022
Q2
$471K Sell
2022
Q1
$592K Buy
2021
Q4
$581K Buy
2021
Q3
$549K Buy
2021
Q2
$553K Buy
2021
Q1
$386K Buy
2020
Q4
$277K Buy