Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$321K Sell
2025
Q2
$1.36M Sell
2025
Q1
$1.46M Sell
2024
Q4
$1.63M Buy
2024
Q3
$1.34M Hold
2024
Q2
$1.27M Sell
2024
Q1
$1.83M Buy
2023
Q4
$1.6M Hold
2023
Q3
$1.53M Buy
2023
Q2
$1.01M Hold
2023
Q1
$907K Buy
2022
Q4
$453K Hold
2022
Q3
$393K Buy
2020
Q2
Sell
2020
Q1
$1.04M Buy
2019
Q4
$1.65M Buy