Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$202K Hold
2024
Q3
$329K Buy
2024
Q2
$257K Buy
2023
Q4
Sell
2023
Q3
$1.1M Hold
2023
Q2
$1.37M Buy
2022
Q4
Sell
2022
Q3
$2.4M Sell
2022
Q2
$2.61M Buy
2022
Q1
Sell
2021
Q4
$2.54M Buy
2021
Q3
$2.47M Buy