Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$990K Buy
2025
Q1
$304K Sell
2024
Q4
$384K Buy
2024
Q3
$286K Sell
2024
Q2
$2.4M Buy
2024
Q1
$1.28M Sell
2023
Q4
$2.68M Sell
2023
Q3
$2.93M Buy
2022
Q4
Sell
2022
Q3
$393K Buy
2022
Q2
Sell
2022
Q1
$486K Buy
2021
Q4
$323K Buy
2020
Q4
Sell
2020
Q3
$637K Buy