Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$559K Hold
2025
Q2
$199K Sell
2025
Q1
$223K Hold
2024
Q4
$385K Hold
2024
Q3
$222K Hold
2024
Q2
$708K Hold
2024
Q1
$1.4M Hold
2023
Q4
$2.47M Hold
2023
Q3
$2.7M Hold
2023
Q2
$3.65M Hold
2023
Q1
$3.62M Buy
2022
Q3
Sell
2022
Q2
$369K Buy
2022
Q1
$253K Buy
2021
Q4
$247K Buy
2021
Q2
Sell
2021
Q1
$2K Buy