Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$598K Buy
2023
Q2
Sell
2023
Q1
$625K Sell
2022
Q4
$881K Sell
2022
Q3
$905K Sell
2022
Q2
$1.62M Sell
2022
Q1
$2.33M Buy
2021
Q4
$1.3M Sell
2021
Q3
$1.52M Sell
2021
Q2
$1.96M Buy
2021
Q1
$851K Buy
2020
Q4
Sell
2020
Q3
$944K Buy