Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.94M Buy
2025
Q2
$517K Hold
2025
Q1
$467K Buy
2024
Q4
Sell
2024
Q3
$1.19M Buy
2024
Q2
$428K Hold
2024
Q1
$426K Hold
2023
Q4
$401K Sell
2023
Q3
$303K Buy
2022
Q2
Sell
2022
Q1
$77K Hold
2021
Q4
$76K Buy