Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$408K Buy
2024
Q2
Sell
2024
Q1
$869K Sell
2023
Q4
$1.97M Buy
2023
Q3
$1.75M Buy
2022
Q3
Sell
2022
Q2
$1.66M Buy
2022
Q1
$1.21M Buy
2020
Q4
Sell
2020
Q3
$128K Buy