Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$763K Buy
2025
Q2
Sell
2025
Q1
$487K Sell
2024
Q4
$587K Buy
2023
Q1
Sell
2022
Q4
$790K Buy
2022
Q3
Sell
2022
Q2
$1.25M Buy
2022
Q1
$964K Sell
2021
Q4
$3.75M Buy
2021
Q3
$630K Sell
2021
Q2
$1.03M Sell
2021
Q1
$1.35M Buy
2020
Q4
$1.22M Buy
2020
Q3
$1.44M Buy
2020
Q2
$380K Buy