Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$788K Sell
2025
Q2
$700K Hold
2025
Q1
$579K Buy
2024
Q4
$214K Buy
2023
Q4
Sell
2023
Q3
$1.84M Sell
2023
Q2
$1.97M Hold
2023
Q1
$1.98M Buy
2022
Q1
Sell
2021
Q4
$271K Sell
2021
Q3
$6.54M Buy
2021
Q2
$6.88M Buy
2021
Q1
$5.18M Sell
2020
Q4
$5.95M Sell
2020
Q3
$5.56M Sell
2020
Q2
$5.62M Sell
2020
Q1
$2.87M Buy