Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$893K Hold
2025
Q2
$1.28M Buy
2025
Q1
$1.24M Hold
2024
Q4
$672K Hold
2024
Q3
$350K Buy
2024
Q2
$353K Sell
2024
Q1
$477K Buy
2022
Q3
Sell
2022
Q2
$139K Hold
2022
Q1
$231K Sell
2021
Q4
$385K Buy
2021
Q3
$497K Buy