Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$370K Buy
2025
Q2
Sell
2025
Q1
$2.13M Sell
2024
Q4
$2.39M Sell
2024
Q3
$2.15M Buy
2024
Q2
$741K Sell
2024
Q1
$883K Buy
2023
Q4
$345K Buy
2022
Q4
Sell
2022
Q3
$512K Sell
2022
Q2
$1.63M Buy
2022
Q1
$1.58M Buy
2021
Q4
$2.19M Sell
2021
Q3
$4.85M Buy
2021
Q2
$4.22M Sell
2021
Q1
$7.27M Buy
2020
Q4
$4.82M Sell
2020
Q3
$6.11M Buy
2020
Q2
$4.08M Buy
2020
Q1
$507K Buy