Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$341K Sell
2025
Q2
$4.93M Buy
2025
Q1
$3.8M Buy
2023
Q4
Sell
2023
Q3
$4.03M Buy
2023
Q2
$1.57M Buy
2022
Q4
Sell
2022
Q3
$662K Buy
2022
Q1
Sell
2021
Q4
$559K Buy
2021
Q3
$248K Buy
2020
Q4
Sell
2020
Q3
$337K Buy