Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$391K Buy
2024
Q4
Sell
2024
Q3
$261K Buy
2023
Q4
Sell
2023
Q3
$2.99M Buy
2022
Q2
Sell
2022
Q1
$1.54M Buy
2021
Q4
$1.58M Sell
2021
Q3
$1.53M Buy
2021
Q2
$1.21M Buy