Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$820K Buy
2025
Q2
Sell
2025
Q1
$666K Buy
2024
Q4
$712K Buy
2023
Q1
Sell
2022
Q4
$932K Buy
2022
Q3
$766K Hold
2022
Q2
$769K Sell
2022
Q1
$1.07M Sell
2021
Q4
$2.11M Buy
2021
Q3
$230K Sell
2021
Q2
$313K Sell
2021
Q1
$391K Buy
2020
Q4
$286K Sell
2020
Q3
$445K Sell
2020
Q2
$401K Buy
2020
Q1
$306K Buy