Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$862K Buy
2024
Q4
Sell
2024
Q3
$331K Sell
2024
Q2
$358K Sell
2024
Q1
$631K Buy
2023
Q2
Sell
2023
Q1
$323K Buy
2022
Q1
Sell
2021
Q4
$220K Buy
2021
Q2
Sell
2021
Q1
$327K Buy
2020
Q4
$263K Buy