Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$397K Sell
2025
Q2
$444K Buy
2023
Q1
Sell
2022
Q4
$6.41M Buy
2022
Q3
$3.98M Buy
2022
Q2
$3.16M Sell
2022
Q1
$5.45M Buy
2021
Q4
$500K Buy
2021
Q3
$364K Hold
2021
Q2
$319K Hold
2021
Q1
$313K Buy
2020
Q4
Sell
2020
Q3
$203K Buy