Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$564K Sell
2024
Q3
$3.42M Buy
2024
Q2
Sell
2024
Q1
$1.56M Buy
2022
Q1
Sell
2021
Q4
$2.19M Sell
2021
Q3
$4.5M Buy
2021
Q2
$4.56M Buy
2021
Q1
Sell
2020
Q4
$3.35M Buy
2020
Q3
$669K Buy