Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$463K Sell
2025
Q2
$541K Sell
2025
Q1
$601K Hold
2024
Q4
$865K Hold
2024
Q3
$697K Hold
2024
Q2
$785K Sell
2024
Q1
$1.5M Hold
2023
Q4
$1.47M Hold
2023
Q3
$1.1M Buy
2023
Q2
$1.07M Sell
2023
Q1
$1.14M Hold
2022
Q4
$1.15M Buy
2022
Q3
$259K Sell
2022
Q2
$1.29M Buy
2022
Q1
$1.83M Buy
2021
Q4
$1.71M Buy
2021
Q3
$1.12M Buy
2021
Q2
$548K Hold
2021
Q1
$439K Hold
2020
Q4
$519K Buy
2020
Q3
$315K Buy