Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$262K Buy
2025
Q2
$284K Sell
2025
Q1
$1.97M Buy
2024
Q4
$2.06M Buy
2024
Q3
$287K Buy
2024
Q2
$271K Buy
2024
Q1
$255K Buy
2023
Q4
$211K Buy
2022
Q3
Sell
2022
Q2
$825K Sell
2022
Q1
$1.1M Buy
2021
Q4
$1.21M Sell
2021
Q3
$1.57M Buy
2021
Q2
$1.23M Buy
2020
Q1
Sell
2019
Q4
$240K Buy