Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$2.29M Buy
2023
Q2
Sell
2023
Q1
$315K Buy
2022
Q4
Sell
2022
Q3
$1.09M Buy
2021
Q4
Sell
2021
Q3
$382K Buy
2021
Q1
Sell
2020
Q4
$781K Buy
2020
Q2
Sell
2020
Q1
$367K Sell
2019
Q4
$647K Buy
2019
Q3
$250K Buy