Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$1.01M Buy
2024
Q4
Sell
2024
Q3
$1.08M Buy
2024
Q2
$925K Sell
2024
Q1
$1.31M Sell
2023
Q4
$1.39M Buy
2023
Q3
$1.21M Sell
2023
Q2
$2.23M Buy
2023
Q1
$1.31M Buy
2022
Q4
$206K Buy
2022
Q3
Sell
2022
Q2
$419K Buy
2022
Q1
Sell
2021
Q4
$2.69M Buy
2021
Q3
$2.02M Buy
2021
Q2
$1.47M Buy
2021
Q1
$1.2M Buy
2020
Q4
$1.47M Buy
2020
Q3
$337K Buy