Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$984K Buy
2024
Q2
Sell
2024
Q1
$1.96M Buy
2023
Q4
$447K Buy
2023
Q3
$578K Sell
2023
Q2
$571K Hold
2023
Q1
$473K Buy
2022
Q4
$491K Buy
2022
Q3
Sell
2022
Q2
$203K Sell
2022
Q1
$210K Buy
2019
Q2
Sell
2019
Q1
$366K Hold
2018
Q4
$349K Sell
2018
Q3
$600K Buy