Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.79M Buy
2025
Q1
$200K Sell
2024
Q4
$274K Buy
2023
Q1
Sell
2022
Q4
$256K Buy
2022
Q3
Sell
2022
Q2
$234K Sell
2022
Q1
$302K Sell
2021
Q4
$362K Buy