Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$412K Sell
2025
Q1
$1.38M Buy
2024
Q4
$942K Buy
2024
Q2
Sell
2024
Q1
$222K Sell
2023
Q4
$2.05M Buy
2023
Q3
$381K Buy
2023
Q2
$407K Sell
2023
Q1
$651K Buy
2022
Q3
Sell
2022
Q2
$741K Buy
2021
Q2
Sell
2021
Q1
$1.7M Buy
2020
Q1
Sell
2019
Q4
$364K Buy