Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.31M Buy
2024
Q4
Sell
2024
Q3
$3.28M Buy
2023
Q1
Sell
2022
Q4
$5M Buy
2022
Q3
$2.27M Buy
2022
Q2
$1.09M Buy
2021
Q3
Sell
2021
Q2
$473K Buy
2021
Q1
Sell
2020
Q4
$912K Buy
2020
Q3
$566K Buy
2020
Q2
$183K Sell
2020
Q1
$805K Buy