Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$336K Sell
2025
Q2
$297K Buy
2025
Q1
$232K Buy
2024
Q4
$206K Sell
2024
Q3
$390K Sell
2024
Q2
$335K Buy
2024
Q1
$332K Buy
2023
Q4
$372K Sell
2023
Q3
$340K Buy
2023
Q2
$281K Buy
2023
Q1
$256K Buy
2020
Q2
Sell
2020
Q1
$1.04M Hold
2019
Q4
$1.04M Buy