Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$1.33M Sell
2024
Q3
$1.56M Buy
2024
Q2
$410K Sell
2024
Q1
$1.7M Buy
2023
Q4
$1.37M Buy
2023
Q3
$1.09M Buy
2023
Q2
$1.24M Sell
2023
Q1
$1.1M Sell
2022
Q4
$1.11M Buy
2022
Q3
Sell
2022
Q2
$295K Hold
2022
Q1
$503K Hold
2021
Q4
$601K Buy