Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$796K Buy
2024
Q4
Sell
2024
Q3
$302K Sell
2024
Q2
$2.25M Buy
2023
Q4
Sell
2023
Q3
$163K Buy
2022
Q4
Sell
2022
Q3
$745K Buy
2022
Q2
Sell
2022
Q1
$453K Buy
2021
Q4
Sell
2021
Q3
$307K Sell
2021
Q2
$362K Buy
2020
Q4
Sell
2020
Q3
$391K Buy
2019
Q2
Sell
2019
Q1
$240K Buy