Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$1.51M Sell
2024
Q4
$1.88M Hold
2024
Q3
$1.7M Sell
2024
Q2
$1.76M Hold
2024
Q1
$1.28M Hold
2023
Q4
$704K Hold
2023
Q3
$619K Buy
2023
Q1
$395K Hold
2022
Q4
$208K Buy
2022
Q3
Sell
2022
Q2
$240K Hold
2022
Q1
$431K Hold
2021
Q4
$465K Hold
2021
Q3
$327K Hold
2021
Q2
$316K Sell
2021
Q1
$216K Hold
2020
Q4
$211K Hold
2020
Q3
$219K Buy
2018
Q4
Sell
2018
Q3
$223K Buy