Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.2M Buy
2024
Q2
Sell
2024
Q1
$209K Buy
2023
Q4
Sell
2023
Q3
$160K Sell
2023
Q2
$381K Buy
2023
Q1
$238K Buy
2022
Q2
Sell
2022
Q1
$1.17M Buy
2021
Q3
Sell
2021
Q2
$1.16M Buy
2021
Q1
Sell
2020
Q4
$682K Buy
2020
Q3
$223K Buy
2020
Q2
Sell
2020
Q1
$312K Buy