Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$303K Sell
2025
Q2
$1.26M Buy
2024
Q2
Sell
2024
Q1
$992K Buy
2023
Q4
$634K Sell
2023
Q3
$669K Buy
2022
Q2
Sell
2022
Q1
$1.02M Sell
2021
Q4
$3.7M Buy
2021
Q3
Sell
2021
Q2
$1.82M Hold
2021
Q1
$1.66M Buy