Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$593K Buy
2025
Q2
Sell
2025
Q1
$584K Buy
2024
Q4
$377K Buy
2022
Q4
Sell
2022
Q3
$478K Sell
2022
Q2
$1.27M Buy
2022
Q1
$223K Sell
2021
Q4
$521K Buy
2021
Q3
$487K Sell
2021
Q2
$537K Sell
2021
Q1
$545K Sell
2020
Q4
$660K Buy
2020
Q3
$439K Sell
2020
Q2
$770K Buy