Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$956K Hold
2025
Q1
$754K Sell
2024
Q4
$3.12M Hold
2024
Q3
$2.66M Sell
2024
Q2
$4.24M Hold
2024
Q1
$4.42M Sell
2023
Q4
$4.19M Buy
2021
Q4
Sell
2021
Q3
$461K Hold
2021
Q2
$493K Sell
2021
Q1
$975K Sell
2020
Q4
$5.81M Hold
2020
Q3
$4.5M Sell
2020
Q2
$5.83M Buy
2020
Q1
$3.94M Buy
2019
Q4
$3.89M Buy
2019
Q3
$1.63M Buy