Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.43M Buy
2025
Q2
Sell
2025
Q1
$217K Buy
2024
Q2
Sell
2024
Q1
$314K Sell
2023
Q4
$313K Buy
2023
Q3
$258K Sell
2023
Q2
$370K Sell
2023
Q1
$503K Sell
2022
Q4
$933K Sell
2022
Q3
$1.41M Sell
2022
Q2
$2.19M Sell
2022
Q1
$3M Buy
2021
Q4
$2.63M Buy