Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.27M Buy
2024
Q4
Sell
2024
Q3
$372K Buy
2023
Q3
Sell
2023
Q2
$226K Buy
2023
Q1
$121K Sell
2022
Q4
$139K Buy
2022
Q2
Sell
2022
Q1
$326K Buy
2021
Q3
Sell
2021
Q2
$195K Buy
2021
Q1
Sell
2020
Q4
$692K Buy