Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.28M Buy
2024
Q4
Sell
2024
Q3
$415K Buy
2023
Q1
Sell
2022
Q4
$202K Buy
2022
Q3
$183K Sell
2022
Q2
$647K Hold
2022
Q1
$884K Hold
2021
Q4
$1.03M Sell
2021
Q3
$920K Sell
2021
Q2
$884K Sell
2021
Q1
$1.02M Buy
2020
Q4
$363K Buy
2020
Q3
$99K Sell
2020
Q2
$113K Buy
2020
Q1
$85K Buy