Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$925K Buy
2025
Q2
$208K Buy
2024
Q4
Sell
2024
Q3
$523K Sell
2024
Q2
$636K Sell
2024
Q1
$1.06M Sell
2023
Q4
$961K Buy
2023
Q3
$204K Buy
2021
Q3
Sell
2021
Q2
$55K Sell
2021
Q1
$242K Sell
2020
Q4
$416K Buy
2020
Q3
Sell
2020
Q2
$27K Buy