Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$281K Hold
2025
Q2
$255K Sell
2025
Q1
$251K Hold
2024
Q4
$271K Hold
2024
Q3
$234K Hold
2024
Q2
$170K Hold
2024
Q1
$178K Sell
2023
Q4
$214K Sell
2023
Q3
$172K Sell
2023
Q2
$5.31M Sell
2023
Q1
$4.94M Sell
2022
Q4
$3.63M Buy
2022
Q3
$3.02M Sell
2022
Q2
$3.36M Buy
2022
Q1
$5.16M Sell
2021
Q4
$7.13M Sell
2021
Q3
$9.95M Sell
2021
Q2
$13.8M Buy
2021
Q1
$14.3M Hold
2020
Q4
$14.3M Buy
2020
Q3
Sell
2020
Q2
$5.01M Buy
2020
Q1
$227K Hold
2019
Q4
$289K Buy