Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.37M Sell
2025
Q2
$4.76M Buy
2025
Q1
$1.67M Buy
2024
Q4
$1.2M Sell
2024
Q3
$5.88M Buy
2024
Q2
$2.92M Sell
2024
Q1
$5.88M Sell
2023
Q4
$5.35M Buy
2023
Q3
$4.46M Buy
2023
Q2
$4.43M Sell
2023
Q1
$4.41M Buy
2022
Q4
$3.76M Buy
2022
Q3
$2.12M Sell
2022
Q2
$2.17M Buy
2022
Q1
$401K Buy