Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$306K Sell
2025
Q2
$753K Hold
2025
Q1
$789K Sell
2024
Q4
$700K Sell
2024
Q3
$799K Sell
2024
Q2
$738K Hold
2024
Q1
$751K Buy
2023
Q4
$661K Hold
2023
Q3
$568K Sell
2023
Q2
$769K Sell
2023
Q1
$808K Hold
2022
Q4
$819K Buy
2022
Q3
$772K Hold
2022
Q2
$1.03M Buy
2022
Q1
$1.03M Buy
2021
Q4
Sell
2021
Q3
$1.12M Buy
2021
Q2
$1.01M Sell
2021
Q1
$1.05M Buy
2020
Q4
$999K Buy