Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.08M Sell
2025
Q2
$1.85M Sell
2025
Q1
$1.72M Buy
2024
Q4
$1.66M Buy
2024
Q3
$1.91M Hold
2024
Q2
$1.92M Sell
2024
Q1
$1.83M Sell
2023
Q4
$1.68M Sell
2023
Q3
$1.37M Buy
2023
Q1
Sell
2022
Q4
$221K Buy
2022
Q1
Sell
2021
Q4
$251K Hold
2021
Q3
$259K Hold
2021
Q2
$251K Hold
2021
Q1
$220K Sell
2020
Q4
$317K Hold
2020
Q3
$262K Hold
2020
Q2
$202K Buy