Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$694K Sell
2025
Q2
$1.01M Buy
2023
Q4
Sell
2023
Q3
$880K Sell
2023
Q2
$1.84M Sell
2023
Q1
$4.41M Sell
2022
Q4
$8.58M Buy
2022
Q3
$4.51M Buy
2022
Q1
Sell
2021
Q4
$5.74M Buy
2021
Q3
$3.41M Buy
2021
Q2
$941K Sell
2021
Q1
$2.17M Buy
2020
Q4
Sell
2020
Q3
$320K Sell
2020
Q2
$2.64M Buy
2020
Q1
$718K Buy
2019
Q4
Hold
2019
Q3
Hold