Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$349K Buy
2025
Q2
$334K Sell
2025
Q1
$381K Buy
2024
Q4
$322K Sell
2024
Q3
$369K Buy
2024
Q2
$262K Sell
2024
Q1
$257K Buy
2023
Q3
Sell
2023
Q2
$201K Buy
2022
Q4
Sell
2022
Q3
$201K Sell
2022
Q2
$19.8M Buy
2022
Q1
$22.3M Buy
2021
Q4
$22.8M Sell
2021
Q3
$23.5M Sell
2021
Q2
$29.2M Buy