Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$230K Buy
2024
Q1
Sell
2023
Q4
$2.49M Buy
2023
Q2
Sell
2023
Q1
$1.73M Sell
2022
Q4
$3.07M Sell
2022
Q3
$2.44M Sell
2022
Q2
$2.5M Buy
2021
Q2
Sell
2021
Q1
$1.67M Buy
2020
Q1
Sell
2019
Q4
$2.24M Buy