Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$535K Hold
2025
Q2
$606K Sell
2025
Q1
$633K Hold
2024
Q4
$630K Sell
2024
Q3
$799K Hold
2024
Q2
$674K Sell
2024
Q1
$833K Hold
2023
Q4
$794K Sell
2023
Q3
$695K Sell
2023
Q2
$839K Sell
2023
Q1
$1.45M Buy
2022
Q4
$1.43M Hold
2022
Q3
$1.14M Sell
2022
Q2
$1.29M Hold
2022
Q1
$1.28M Hold
2021
Q4
$1.16M Sell
2021
Q3
$2.27M Buy
2021
Q2
$1.88M Buy