Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$210K Sell
2025
Q2
$262K Buy
2023
Q1
Sell
2022
Q4
$489K Sell
2022
Q3
$2.03M Buy
2022
Q2
$1.12M Sell
2022
Q1
$2.36M Buy
2021
Q4
$2.69M Buy
2021
Q3
$2.91M Buy
2021
Q2
$2.78M Buy
2021
Q1
$1.17M Sell
2020
Q4
$1.19M Buy
2020
Q3
$593K Buy