Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$637K Buy
2025
Q2
$599K Sell
2025
Q1
$708K Buy
2024
Q4
$748K Sell
2024
Q3
$996K Hold
2024
Q2
$838K Sell
2024
Q1
$1.09M Sell
2023
Q4
$1.23M Buy
2023
Q3
$1.24M Hold
2023
Q2
$1.5M Sell
2023
Q1
$1.86M Sell
2022
Q4
$1.7M Buy
2022
Q3
$1.4M Sell
2022
Q2
$1.67M Sell
2022
Q1
$2.12M Sell
2021
Q4
$2.85M Sell
2021
Q3
$2.95M Sell
2021
Q2
$3.13M Sell
2021
Q1
$2.95M Buy
2020
Q4
$2.37M Buy
2020
Q3
$1.57M Hold
2020
Q2
$1.34M Buy
2020
Q1
$405K Buy