Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$294K Sell
2025
Q2
$303K Buy
2025
Q1
$310K Buy
2024
Q4
$333K Buy
2023
Q3
Sell
2023
Q2
$363K Sell
2023
Q1
$392K Buy
2019
Q1
Sell
2018
Q4
$8.74M Hold
2018
Q3
$16.9M Buy
2018
Q2
$14.7M Buy