Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$775K Buy
2024
Q3
Sell
2024
Q2
$211K Sell
2024
Q1
$1.45M Buy
2022
Q3
Sell
2022
Q2
$192K Buy
2022
Q1
Sell
2021
Q4
$566K Buy
2021
Q3
$103K Sell
2021
Q2
$171K Sell
2021
Q1
$797K Buy
2020
Q4
$167K Buy