Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$840K Buy
2025
Q1
$468K Sell
2024
Q4
$528K Buy
2023
Q3
Sell
2023
Q2
$784K Sell
2023
Q1
$1.11M Buy
2022
Q3
Sell
2022
Q2
$243K Sell
2022
Q1
$349K Buy
2021
Q3
Sell
2021
Q2
$1.89M Buy
2021
Q1
Sell
2020
Q4
$645K Buy