Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$823K Buy
2025
Q2
Sell
2025
Q1
$281K Sell
2024
Q4
$689K Buy
2023
Q1
Sell
2022
Q4
$979K Buy
2022
Q3
$850K Buy
2022
Q2
$682K Sell
2022
Q1
$808K Sell
2021
Q4
$3.12M Buy
2021
Q3
$229K Sell
2021
Q2
$309K Sell
2021
Q1
$360K Buy
2020
Q4
$203K Buy
2020
Q3
Sell
2020
Q2
$504K Buy
2017
Q3
Sell
2017
Q2
$845K Buy