Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$264K Buy
2024
Q3
Sell
2024
Q2
$827K Hold
2024
Q1
$799K Hold
2023
Q4
$699K Hold
2023
Q3
$731K Sell
2023
Q2
$752K Buy
2023
Q1
$649K Hold
2022
Q4
$492K Hold
2022
Q3
$422K Buy
2022
Q2
$600K Hold
2022
Q1
$612K Buy
2021
Q4
$366K Sell
2021
Q3
$882K Sell
2021
Q2
$1.91M Sell
2021
Q1
$1.9M Buy
2020
Q4
$1.55M Buy
2020
Q3
$977K Buy