Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$525K Buy
2024
Q2
Sell
2024
Q1
$1.79M Buy
2023
Q4
Sell
2023
Q3
$1.19M Buy
2023
Q2
$846K Sell
2023
Q1
$1.34M Buy
2022
Q4
$259K Sell
2022
Q3
$738K Buy
2022
Q2
$537K Sell
2022
Q1
$716K Sell
2021
Q4
$1.16M Buy
2021
Q3
$880K Buy
2021
Q2
Sell
2021
Q1
$131K Buy
2020
Q3
Sell
2020
Q2
$120K Sell
2020
Q1
$398K Buy