Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$672K Buy
2023
Q2
Sell
2023
Q1
$339K Sell
2022
Q4
$388K Sell
2022
Q3
$636K Sell
2022
Q2
$889K Buy
2022
Q1
$397K Sell
2021
Q4
$480K Sell
2021
Q3
$1.22M Sell
2021
Q2
$1.83M Buy
2021
Q1
$1.35M Buy
2020
Q4
$1.28M Sell
2020
Q3
$1.52M Buy
2020
Q2
$1.58M Buy
2020
Q1
$852K Buy
2019
Q4
$1.09M Buy