Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.19M Buy
2025
Q2
$1.19M Buy
2025
Q1
$1.09M Buy
2024
Q4
$428K Sell
2024
Q3
$437K Sell
2024
Q2
$430K Hold
2024
Q1
$370K Sell
2023
Q4
$343K Sell
2023
Q3
$422K Sell
2023
Q2
$413K Buy
2023
Q1
$376K Hold
2022
Q4
$345K Sell
2022
Q3
$453K Buy
2022
Q2
$437K Sell
2022
Q1
$566K Sell
2021
Q4
$575K Sell
2021
Q3
$461K Buy
2021
Q2
$404K Buy
2021
Q1
$310K Buy
2020
Q4
$302K Buy