Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$777K Buy
2024
Q1
Sell
2023
Q4
$1.45M Buy
2023
Q3
$374K Sell
2023
Q2
$1.02M Sell
2023
Q1
$1.66M Buy
2022
Q4
$1.23M Buy
2022
Q3
$461K Sell
2022
Q2
$653K Buy
2022
Q1
$252K Buy
2021
Q4
$241K Buy
2021
Q1
Sell
2020
Q4
$301K Buy