Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$194K Hold
2025
Q1
$178K Hold
2024
Q4
$311K Sell
2024
Q3
$7.7M Buy
2024
Q2
$7.38M Buy
2024
Q1
$7.8M Sell
2023
Q4
$9.69M Buy
2023
Q3
$7.52M Buy
2023
Q2
$6.21M Buy
2020
Q3
Sell
2020
Q2
$2K Buy
2020
Q1
$1K Hold
2019
Q4
$2K Sell
2019
Q3
$1K Hold
2019
Q2
$2K Buy