Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$245K Buy
2025
Q2
$203K Buy
2025
Q1
$213K Buy
2024
Q3
Sell
2024
Q2
$242K Buy
2024
Q1
$255K Buy
2023
Q3
Sell
2023
Q2
$208K Sell
2023
Q1
$280K Sell
2022
Q4
$263K Buy
2022
Q3
$250K Buy
2022
Q2
$231K Sell
2022
Q1
$297K Sell
2021
Q4
$471K Sell
2021
Q3
$25.3M Sell
2021
Q2
$64.8M Buy
2021
Q1
$63.2M Sell
2020
Q4
$72.3M Buy