Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.2M Buy
2024
Q3
Sell
2024
Q2
$1.23M Buy
2024
Q1
$130K Sell
2023
Q4
$1.36M Sell
2023
Q3
$1.75M Buy
2023
Q2
$1.21M Buy
2023
Q1
$762K Sell
2022
Q4
$1.23M Buy
2022
Q3
$515K Buy
2022
Q2
$365K Buy
2021
Q1
Sell
2020
Q4
$25K Buy
2019
Q4
Sell
2019
Q3
$47K Buy