Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.79M Buy
2025
Q2
$1.6M Sell
2025
Q1
$1.46M Buy
2024
Q4
$1.12M Sell
2024
Q3
$1.19M Buy
2023
Q2
$402K Buy
2023
Q1
$389K Sell
2022
Q4
$526K Buy
2022
Q3
$345K Sell
2022
Q2
$427K Sell
2022
Q1
$674K Sell
2021
Q4
$1.58M Sell
2021
Q3
$1.59M Buy
2021
Q2
$1.56M Buy
2021
Q1
$933K Buy
2020
Q4
$586K Buy