Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.2M Buy
2025
Q1
Sell
2024
Q4
$1.62M Sell
2024
Q3
$2.07M Sell
2024
Q2
$2.1M Sell
2024
Q1
$2.42M Buy
2023
Q4
$1.81M Buy
2023
Q3
$316K Hold
2023
Q2
$313K Hold
2023
Q1
$303K Hold
2022
Q4
$277K Sell
2022
Q3
$402K Buy
2022
Q2
$394K Sell
2022
Q1
$512K Sell
2021
Q4
$969K Buy
2021
Q3
$575K Buy
2021
Q2
$459K Buy
2021
Q1
$342K Buy
2020
Q3
Sell
2020
Q2
$436K Buy