Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$285K Buy
2024
Q3
Sell
2024
Q2
$793K Sell
2024
Q1
$1.49M Buy
2023
Q4
$1.01M Hold
2023
Q3
$904K Sell
2023
Q2
$992K Buy
2023
Q1
$894K Hold
2022
Q4
$763K Hold
2022
Q3
$619K Buy
2022
Q2
$554K Buy
2022
Q1
$340K Hold
2021
Q4
$261K Buy