Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$658K Sell
2025
Q1
$1.16M Buy
2024
Q4
$769K Buy
2024
Q3
$451K Sell
2024
Q2
$903K Buy
2024
Q1
$527K Sell
2023
Q4
$2.03M Buy
2023
Q3
$1.11M Buy
2023
Q2
$244K Buy
2022
Q4
Sell
2022
Q3
$212K Buy
2022
Q2
Sell
2022
Q1
$306K Buy
2021
Q2
Sell
2021
Q1
$321K Hold
2020
Q4
$249K Buy