Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$586K Buy
2025
Q2
$472K Sell
2025
Q1
$640K Sell
2024
Q4
$685K Buy
2024
Q3
$689K Buy
2024
Q2
$490K Sell
2024
Q1
$495K Buy
2023
Q4
$369K Buy
2023
Q3
$354K Buy
2023
Q2
$350K Buy
2022
Q2
Sell
2022
Q1
$2.05M Buy
2021
Q4
$330K Sell
2021
Q3
$768K Buy
2021
Q2
$734K Buy
2021
Q1
Sell
2020
Q4
$5K Buy