Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.84M Buy
2025
Q1
Sell
2024
Q4
$1.62M Buy
2024
Q3
$710K Sell
2024
Q2
$1.49M Buy
2023
Q2
Sell
2023
Q1
$255K Sell
2022
Q4
$1.91M Sell
2022
Q3
$3.25M Buy
2022
Q2
$424K Sell
2022
Q1
$557K Buy
2021
Q4
Sell
2021
Q3
$1.24M Buy
2021
Q2
$554K Buy
2021
Q1
$546K Buy
2020
Q4
$398K Buy