Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.3M Sell
2025
Q1
$1.54M Buy
2024
Q3
$1.28M Sell
2024
Q2
$1.43M Sell
2024
Q1
$1.54M Buy
2023
Q4
$438K Buy
2023
Q3
$463K Buy
2023
Q2
$410K Sell
2023
Q1
$405K Buy
2022
Q4
$355K Buy
2022
Q3
$263K Buy
2019
Q2
Sell
2019
Q1
$542K Hold
2018
Q4
$365K Buy