Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.61M Hold
2025
Q1
$2.71M Buy
2024
Q4
$1.88M Sell
2024
Q3
$2.11M Hold
2024
Q2
$2.31M Sell
2024
Q1
$2.78M Sell
2023
Q4
$3.32M Buy
2023
Q3
$1.77M Buy
2023
Q2
$401K Sell
2023
Q1
$399K Buy
2022
Q4
$342K Hold
2022
Q3
$299K Buy