Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$805K Sell
2025
Q2
$1.22M Sell
2025
Q1
$1.5M Buy
2024
Q4
$692K Buy
2024
Q3
$201K Buy
2024
Q2
Sell
2024
Q1
$207K Sell
2023
Q4
$217K Buy
2021
Q2
Sell
2021
Q1
$586K Sell
2020
Q4
$476K Sell
2020
Q3
$359K Buy