Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$545K Buy
2025
Q2
$55.3K Buy
2023
Q4
Sell
2023
Q3
$161K Buy
2023
Q2
$143K Buy
2023
Q1
$86.2K Buy
2022
Q4
Sell
2022
Q3
$29K Buy
2022
Q2
Sell
2022
Q1
$475K Buy
2021
Q3
Sell
2021
Q2
$1.25M Buy
2021
Q1
Sell
2020
Q4
$281K Buy
2020
Q3
$144K Buy