Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.1M Buy
2025
Q2
$275K Buy
2025
Q1
Sell
2024
Q4
$470K Sell
2024
Q3
$705K Buy
2024
Q2
$246K Sell
2024
Q1
$326K Buy
2023
Q2
Sell
2023
Q1
$1.3M Sell
2022
Q4
$1.74M Buy
2022
Q3
Sell
2022
Q2
$267K Sell
2022
Q1
$3.28M Buy
2021
Q4
$416K Buy
2021
Q2
Sell
2021
Q1
$437K Sell
2020
Q4
$443K Sell
2020
Q3
$2.73M Buy