Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$357K Sell
2025
Q2
$668K Buy
2025
Q1
$545K Buy
2024
Q4
Sell
2024
Q3
$324K Hold
2024
Q2
$272K Sell
2024
Q1
$1.85M Hold
2023
Q4
$2.09M Sell
2023
Q3
$2.33M Sell
2023
Q2
$2.91M Buy
2023
Q1
$637K Sell
2022
Q4
$1.68M Buy
2022
Q3
$1.65M Buy
2022
Q2
$1.12M Buy
2022
Q1
$674K Sell
2021
Q4
$1.46M Sell
2021
Q3
$2.65M Hold
2021
Q2
$3.31M Buy
2021
Q1
$2.22M Buy
2020
Q4
$1.7M Buy