Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$4.41M Buy
2025
Q1
$4.25M Buy
2024
Q4
$4.65M Buy
2024
Q3
$215K Hold
2024
Q2
$231K Hold
2024
Q1
$210K Sell
2023
Q4
$264K Hold
2023
Q3
$226K Hold
2023
Q2
$217K Sell
2023
Q1
$237K Sell
2022
Q4
$230K Sell
2022
Q3
$3.29M Buy
2022
Q2
Sell
2022
Q1
$208K Buy
2021
Q1
Sell
2020
Q4
$215K Sell
2020
Q3
$287K Buy
2020
Q2
$248K Sell
2020
Q1
$306K Buy