Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.06M Buy
2023
Q2
Sell
2023
Q1
$282K Buy
2022
Q4
$176K Sell
2022
Q3
$223K Buy
2022
Q2
Sell
2022
Q1
$470K Buy
2021
Q4
$127K Sell
2021
Q3
$555K Buy
2021
Q2
$399K Buy
2021
Q1
$290K Sell
2020
Q4
$311K Buy