Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.72M Hold
2025
Q2
$1.58M Buy
2025
Q1
$1.07M Sell
2024
Q4
$1.03M Buy
2024
Q3
$985K Hold
2024
Q2
$801K Hold
2024
Q1
$833K Sell
2023
Q4
$824K Sell
2023
Q3
$871K Sell
2023
Q2
$951K Hold
2023
Q1
$1.01M Sell
2022
Q4
$1.06M Hold
2022
Q3
$960K Buy
2022
Q2
$1.04M Buy
2022
Q1
$1.03M Sell
2021
Q4
$1.2M Buy
2019
Q4
$966K Buy