Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$602K Buy
2024
Q4
Sell
2024
Q3
$1.44M Buy
2023
Q2
Sell
2023
Q1
$933K Buy
2022
Q4
$563K Buy
2021
Q4
Sell
2021
Q3
$553K Buy
2020
Q3
Sell
2020
Q2
$89K Sell
2020
Q1
$98K Buy