Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$860K Buy
2023
Q3
Sell
2023
Q2
$7.31M Buy
2023
Q1
$4.46M Buy
2022
Q4
$3.28M Buy
2022
Q2
Sell
2022
Q1
$2.96M Buy
2021
Q4
Sell
2021
Q3
$243K Buy
2021
Q1
Sell
2020
Q4
$23K Sell
2020
Q3
$712K Buy
2020
Q2
Sell
2020
Q1
$1.35M Sell
2019
Q4
$3.01M Buy