Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$1.43M Sell
2024
Q3
$1.47M Buy
2024
Q2
$1.23M Hold
2024
Q1
$1.19M Hold
2023
Q4
$1.04M Hold
2023
Q3
$1.09M Buy
2023
Q2
$250K Buy
2022
Q4
Sell
2022
Q3
$210K Hold
2022
Q2
$321K Buy
2021
Q3
Sell
2021
Q2
$322K Sell
2021
Q1
$407K Hold
2020
Q4
$372K Buy