Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$426K Hold
2025
Q2
$525K Sell
2025
Q1
$607K Hold
2024
Q4
$922K Buy
2024
Q3
$909K Sell
2024
Q2
$1.01M Hold
2024
Q1
$1.15M Hold
2023
Q4
$1.33M Hold
2023
Q3
$1.07M Buy
2023
Q2
$1.04M Buy
2023
Q1
$1.04M Hold
2022
Q4
$771K Buy
2019
Q4
Sell
2019
Q3
$259K Sell
2019
Q2
$333K Buy