Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$477K Buy
2025
Q2
$439K Sell
2025
Q1
$634K Buy
2024
Q4
$621K Sell
2024
Q3
$661K Buy
2024
Q2
$630K Buy
2024
Q1
$659K Buy
2023
Q4
$637K Buy
2020
Q1
Sell
2019
Q4
$1.93M Buy