Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$825K Sell
2025
Q2
$1.81M Buy
2024
Q4
Sell
2024
Q3
$226K Buy
2023
Q4
Sell
2023
Q3
$256K Buy
2022
Q2
Sell
2022
Q1
$312K Sell
2021
Q4
$476K Sell
2021
Q3
$1.1M Buy
2021
Q2
$704K Buy