Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.34M Buy
2025
Q2
Sell
2025
Q1
$985K Hold
2024
Q4
$1.05M Hold
2024
Q3
$1.24M Hold
2024
Q2
$1.47M Hold
2024
Q1
$1.12M Hold
2023
Q4
$811K Hold
2023
Q3
$567K Hold
2023
Q2
$659K Buy
2023
Q1
Sell
2022
Q4
$385K Hold
2022
Q3
$495K Hold
2022
Q2
$555K Buy
2022
Q1
Sell
2021
Q4
$770K Hold
2021
Q3
$681K Hold
2021
Q2
$512K Hold
2021
Q1
$554K Hold
2020
Q4
$549K Hold
2020
Q3
$333K Buy