Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$476K Buy
2024
Q4
Sell
2024
Q3
$1.53M Sell
2024
Q2
$2.32M Buy
2023
Q4
Sell
2023
Q3
$1.8M Buy
2023
Q2
Sell
2023
Q1
$1.11M Buy
2022
Q2
Sell
2022
Q1
$918K Buy
2021
Q4
$224K Buy
2021
Q2
Sell
2021
Q1
$599K Buy
2020
Q4
Sell
2020
Q3
$18K Sell
2020
Q2
$220K Sell
2020
Q1
$172K Buy