Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$645K Buy
2024
Q4
Sell
2024
Q3
$266K Sell
2024
Q2
$307K Buy
2024
Q1
Sell
2023
Q4
$1.11M Buy
2023
Q3
$549K Sell
2023
Q2
$5.25M Buy
2022
Q1
Sell
2021
Q4
$2.27M Buy
2021
Q3
$669K Buy
2021
Q2
$242K Sell
2021
Q1
$286K Sell
2020
Q4
$436K Buy