Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.34M Buy
2024
Q2
Sell
2024
Q1
$249K Sell
2023
Q4
$456K Buy
2022
Q1
Sell
2021
Q4
$228K Sell
2021
Q3
$366K Sell
2021
Q2
$2.39M Buy
2021
Q1
$829K Sell
2020
Q4
$2.58M Buy
2020
Q3
$576K Buy