Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.01M Sell
2025
Q2
$1.85M Buy
2025
Q1
$585K Buy
2024
Q4
$426K Hold
2024
Q3
$417K Hold
2024
Q2
$324K Hold
2024
Q1
$335K Hold
2023
Q4
$315K Hold
2023
Q3
$251K Buy
2023
Q1
Sell
2022
Q4
$43K Hold
2022
Q3
$41K Hold
2022
Q2
$43K Buy
2020
Q2
Sell
2020
Q1
$376K Sell
2019
Q4
$669K Buy