Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$248K Hold
2024
Q3
$226K Buy
2023
Q2
Sell
2023
Q1
$1.13M Hold
2022
Q4
$1.06M Hold
2022
Q3
$1.28M Buy
2022
Q2
$212K Buy
2022
Q1
$335K Sell
2021
Q4
$1.59M Buy
2021
Q3
$2.13M Buy
2021
Q2
$1.91M Buy
2021
Q1
$971K Buy
2016
Q1
Sell
2015
Q4
$9K Hold
2015
Q3
$7K Buy