Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$539K Buy
2024
Q1
Sell
2023
Q4
$1.32M Sell
2023
Q3
$1.63M Buy
2023
Q2
$930K Sell
2023
Q1
$745K Buy
2022
Q4
$427K Sell
2022
Q3
$1.96M Buy
2022
Q2
$779K Hold
2022
Q1
$1.25M Hold
2021
Q4
$1.22M Buy
2021
Q3
$803K Buy
2021
Q2
$554K Buy
2021
Q1
$501K Sell
2020
Q4
$540K Buy