Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$331K Buy
2024
Q1
Sell
2023
Q4
$919K Sell
2023
Q3
$852K Buy
2023
Q2
Sell
2023
Q1
$14.9M Buy
2022
Q4
Sell
2022
Q3
$29K Sell
2022
Q2
$48K Buy
2022
Q1
$23K Hold
2021
Q4
$24K Buy
2021
Q3
Sell
2021
Q2
$26K Sell
2021
Q1
$53K Buy