Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.01M Buy
2025
Q2
Sell
2025
Q1
$306K Buy
2024
Q3
Sell
2024
Q2
$855K Sell
2024
Q1
$758K Buy
2022
Q3
Sell
2022
Q2
$567K Sell
2022
Q1
$1.35M Buy
2021
Q4
Sell
2021
Q3
$1.04M Sell
2021
Q2
$1.84M Buy
2021
Q1
$1.07M Sell
2020
Q4
$1.61M Buy