Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$261K Buy
2024
Q4
Sell
2024
Q3
$891K Buy
2023
Q4
Sell
2023
Q3
$239K Buy
2023
Q1
Sell
2022
Q4
$629K Buy
2022
Q3
$338K Sell
2022
Q2
$1.17M Buy
2022
Q1
Sell
2021
Q4
$643K Sell
2021
Q3
$722K Buy
2021
Q2
$465K Buy
2021
Q1
Sell
2020
Q4
$374K Sell
2020
Q3
$505K Buy