Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$676K Buy
2024
Q1
Sell
2023
Q4
$544K Sell
2023
Q3
$2.14M Buy
2023
Q2
$674K Buy
2023
Q1
$335K Buy
2022
Q3
Sell
2022
Q2
$311K Buy
2022
Q1
Sell
2021
Q4
$531K Buy