Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.31M Buy
2025
Q2
Sell
2025
Q1
$2.58M Buy
2024
Q1
Sell
2023
Q4
$206K Sell
2023
Q3
$280K Buy
2023
Q1
Sell
2022
Q4
$288K Buy
2022
Q3
Sell
2022
Q2
$730K Buy
2021
Q3
Sell
2021
Q2
$986K Buy
2021
Q1
$253K Buy
2020
Q3
Sell
2020
Q2
$284K Buy
2020
Q1
$30K Buy