Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$941K Hold
2025
Q2
$857K Buy
2025
Q1
$744K Buy
2024
Q4
$694K Hold
2024
Q3
$605K Hold
2024
Q2
$473K Hold
2024
Q1
$521K Sell
2023
Q4
$498K Buy
2023
Q3
$351K Sell
2023
Q2
$368K Hold
2023
Q1
$369K Sell
2022
Q4
$364K Sell
2022
Q3
$391K Hold
2022
Q2
$414K Hold
2022
Q1
$565K Hold
2021
Q4
$663K Buy
2021
Q3
$520K Buy
2021
Q1
Sell
2020
Q4
$1.86M Buy