Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$472K Buy
2024
Q4
Sell
2024
Q3
$225K Buy
2023
Q3
Sell
2023
Q2
$1.84M Buy
2022
Q3
Sell
2022
Q2
$1.75M Buy
2022
Q1
$499K Buy
2021
Q2
Sell
2021
Q1
$1.02M Buy
2020
Q4
$615K Buy