Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$307K Sell
2025
Q2
$351K Buy
2025
Q1
$307K Buy
2024
Q4
$231K Sell
2024
Q3
$341K Sell
2024
Q2
$4.64M Sell
2024
Q1
$4.56M Sell
2023
Q4
$4.01M Sell
2023
Q3
$3.22M Hold
2023
Q2
$3.33M Buy
2023
Q1
$3.07M Hold
2022
Q4
$2.99M Hold
2022
Q3
$2.57M Hold
2022
Q2
$2.48M Hold
2022
Q1
$2.82M Sell
2021
Q4
$2.94M Buy
2021
Q3
$2.32M Buy
2021
Q2
$2.32M Hold
2021
Q1
$2.08M Hold
2020
Q4
$2.15M Buy
2020
Q3
$2M Hold
2020
Q2
$1.6M Sell
2020
Q1
$1.12M Sell
2019
Q4
$1.74M Hold
2019
Q3
$1.68M Buy