Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$428K Sell
2025
Q1
$1.35M Buy
2024
Q4
$839K Buy
2024
Q3
$456K Buy
2023
Q1
Sell
2022
Q4
$591K Buy
2021
Q4
Sell
2021
Q3
$335K Buy
2021
Q1
Sell
2020
Q4
$229K Buy