Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.46M Buy
2024
Q4
Sell
2024
Q3
$1.25M Buy
2024
Q1
Sell
2023
Q4
$454K Sell
2023
Q3
$591K Buy
2023
Q1
Sell
2022
Q4
$712K Buy
2022
Q3
$586K Buy
2022
Q2
Sell
2022
Q1
$522K Buy
2021
Q4
$734K Sell
2021
Q3
$941K Sell
2021
Q2
$1.33M Buy
2021
Q1
$643K Buy
2020
Q1
Sell
2019
Q4
$324K Buy