Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$560K Sell
2025
Q2
$922K Buy
2025
Q1
$962K Buy
2024
Q4
$952K Sell
2024
Q3
$1.19M Sell
2024
Q2
$1.07M Hold
2024
Q1
$1.27M Sell
2023
Q4
$1.21M Hold
2023
Q3
$1.12M Sell
2023
Q2
$1.15M Buy
2023
Q1
$992K Hold
2022
Q4
$1.29M Buy
2016
Q2
Sell
2016
Q1
$2.01M Buy