Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.22M Buy
2025
Q1
Sell
2024
Q4
$1.09M Sell
2024
Q3
$3.31M Buy
2024
Q2
$401K Sell
2024
Q1
$458K Sell
2023
Q4
$452K Sell
2023
Q3
$714K Buy
2023
Q2
$571K Buy
2023
Q1
Sell
2022
Q4
$289K Sell
2022
Q3
$534K Sell
2022
Q2
$936K Buy
2022
Q1
$203K Sell
2021
Q4
$457K Buy
2021
Q3
$336K Buy
2021
Q2
Sell
2021
Q1
$427K Buy