Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.97M Buy
2025
Q2
$324K Sell
2025
Q1
$368K Sell
2024
Q4
$336K Buy
2024
Q3
$366K Sell
2024
Q2
$322K Buy
2024
Q1
$341K Buy
2023
Q4
$255K Buy
2023
Q3
$244K Sell
2023
Q2
$331K Buy
2023
Q1
$387K Buy
2022
Q4
$389K Sell
2022
Q3
$335K Sell
2022
Q2
$383K Buy
2022
Q1
$405K Hold
2021
Q4
$339K Sell
2021
Q3
$324K Buy
2021
Q2
$252K Buy
2021
Q1
$249K Buy
2020
Q4
$218K Buy