Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.39M Sell
2025
Q2
$2.51M Buy
2025
Q1
$366K Sell
2024
Q4
$700K Buy
2024
Q3
$679K Buy
2024
Q2
$310K Sell
2024
Q1
$508K Buy
2023
Q4
$344K Sell
2023
Q3
$699K Buy
2022
Q2
Sell
2022
Q1
$299K Sell
2021
Q4
$782K Buy
2021
Q3
$383K Buy
2020
Q2
Sell
2020
Q1
$95K Hold
2019
Q4
$109K Sell
2019
Q3
$219K Buy