Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.51M Sell
2025
Q2
$1.17M Buy
2025
Q1
$245K Buy
2022
Q4
Sell
2022
Q3
$126K Hold
2022
Q2
$115K Buy
2022
Q1
$160K Buy
2021
Q4
$243K Buy
2021
Q3
$11K Hold
2021
Q2
$14K Sell
2021
Q1
$10K Buy