Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.71M Hold
2025
Q2
$1.71M Sell
2025
Q1
$1.73M Sell
2024
Q4
$2.14M Buy
2024
Q3
$1.43M Buy
2024
Q2
$618K Buy
2024
Q1
$570K Buy
2023
Q4
$401K Hold
2023
Q3
$335K Hold
2023
Q2
$344K Sell
2023
Q1
$283K Sell
2022
Q4
$299K Sell
2022
Q3
$422K Sell
2022
Q2
$418K Hold
2022
Q1
$642K Buy
2021
Q4
$624K Buy