Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$6.62M Buy
2024
Q3
$5.94M Buy
2024
Q2
$2.05M Buy
2024
Q1
$2.36M Buy
2023
Q4
$1.78M Buy
2023
Q3
$1.35M Sell
2023
Q2
$1.7M Buy
2023
Q1
$1.51M Sell
2022
Q4
$1.83M Buy
2022
Q3
$1.5M Sell
2022
Q2
$3.69M Buy
2022
Q1
$2.7M Buy
2021
Q4
$1.35M Buy
2021
Q3
$401K Buy
2019
Q4
Sell
2019
Q3
$214K Sell
2019
Q2
$387K Buy
2019
Q1
$336K Buy