Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$475K Sell
2025
Q1
$2.28M Buy
2024
Q1
Sell
2023
Q4
$3.05M Sell
2023
Q3
$7.06M Buy
2023
Q2
Sell
2023
Q1
$305K Buy
2021
Q4
Sell
2021
Q3
$566K Buy
2021
Q1
Sell
2020
Q4
$1.19M Buy
2020
Q1
Sell
2019
Q4
$204K Buy