Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.46M Buy
2024
Q4
Sell
2024
Q3
$459K Buy
2024
Q2
Sell
2024
Q1
$481K Buy
2023
Q3
Sell
2023
Q2
$363K Sell
2023
Q1
$871K Buy
2022
Q4
$264K Sell
2022
Q3
$1.44M Buy
2022
Q2
$390K Buy
2022
Q1
Sell
2021
Q4
$472K Buy
2021
Q3
Sell
2021
Q2
$281K Sell
2021
Q1
$428K Buy