Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$255K Buy
2025
Q1
Sell
2024
Q4
$14.6M Buy
2024
Q1
Sell
2023
Q4
$2.94M Buy
2023
Q3
Hold
2023
Q2
Hold
2023
Q1
Hold
2022
Q4
Sell
2022
Q3
$359K Buy
2022
Q2
Hold
2022
Q1
Sell
2021
Q4
$3.22M Buy
2021
Q2
Sell
2021
Q1
$982K Sell
2020
Q4
$2.2M Buy