Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$763K Buy
2025
Q1
Sell
2024
Q4
$834K Hold
2024
Q3
$1M Buy
2024
Q2
$463K Hold
2024
Q1
$494K Hold
2023
Q4
$427K Hold
2023
Q3
$364K Buy
2022
Q3
Sell
2022
Q2
$420K Hold
2022
Q1
$469K Buy
2020
Q2
Sell
2020
Q1
$203K Buy