Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.21M Buy
2024
Q4
Sell
2024
Q3
$629K Buy
2024
Q2
Sell
2024
Q1
$366K Buy
2023
Q4
$201K Buy
2023
Q2
Sell
2023
Q1
$445K Buy
2022
Q4
Sell
2022
Q3
$232K Buy
2022
Q2
Sell
2022
Q1
$444K Buy
2021
Q4
$344K Buy
2021
Q3
Sell
2021
Q2
$270K Sell
2021
Q1
$368K Buy