Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$751K Buy
2024
Q1
Sell
2023
Q4
$1.3M Buy
2023
Q3
$644K Buy
2023
Q2
Sell
2023
Q1
$470K Sell
2022
Q4
$501K Sell
2022
Q3
$730K Sell
2022
Q2
$1.12M Buy
2022
Q1
$751K Buy
2021
Q4
$534K Buy
2021
Q3
$437K Buy