Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$776K Sell
2025
Q2
$852K Hold
2025
Q1
$850K Sell
2024
Q4
$1.34M Hold
2024
Q3
$1.32M Sell
2024
Q2
$1.17M Hold
2024
Q1
$1.48M Buy
2023
Q4
$1.39M Sell
2023
Q3
$1.5M Sell
2023
Q2
$1.58M Buy
2023
Q1
$1.6M Sell
2022
Q4
$1.45M Buy
2022
Q3
$1.17M Hold
2022
Q2
$1.23M Buy
2022
Q1
$1.81M Buy
2021
Q4
$2.17M Hold
2021
Q3
$2.35M Hold
2021
Q2
$1.92M Buy
2021
Q1
$1.1M Hold
2020
Q4
$1.67M Buy