Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$440K Buy
2025
Q2
$384K Sell
2025
Q1
$400K Buy
2024
Q4
$259K Buy
2022
Q4
Sell
2022
Q3
$276K Sell
2022
Q2
$1.02M Buy
2021
Q2
Sell
2021
Q1
$2.74M Sell
2020
Q4
$3.05M Buy