Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$534K Buy
2023
Q4
Sell
2023
Q3
$1.85M Buy
2023
Q2
$646K Buy
2022
Q3
Sell
2022
Q2
$345K Sell
2022
Q1
$873K Buy
2021
Q4
$541K Buy
2021
Q3
$442K Buy
2021
Q2
Sell
2021
Q1
$220K Buy
2020
Q4
$25K Buy
2020
Q3
Sell
2020
Q2
$23K Sell
2020
Q1
$556K Buy