Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$243K Sell
2025
Q1
$7.95M Sell
2024
Q4
$14.2M Buy
2024
Q3
$9.73M Buy
2024
Q2
$257K Sell
2024
Q1
$447K Buy
2023
Q4
$308K Sell
2023
Q3
$363K Sell
2023
Q2
$298K Buy
2022
Q2
Sell
2022
Q1
$317K Buy
2021
Q3
Sell
2021
Q2
$359K Hold
2021
Q1
$317K Buy
2020
Q4
$264K Sell
2020
Q3
$204K Buy