Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.68M Buy
2025
Q2
$685K Buy
2024
Q3
Sell
2024
Q2
$4.17M Buy
2024
Q1
Sell
2023
Q4
$769K Sell
2023
Q3
$1.84M Buy
2022
Q4
Sell
2022
Q3
$905K Sell
2022
Q2
$2.7M Sell
2022
Q1
$4.99M Buy
2021
Q4
Sell
2021
Q3
$659K Sell
2021
Q2
$1.13M Buy
2021
Q1
$792K Buy
2020
Q4
Sell
2020
Q3
$628K Sell
2020
Q2
$1M Buy