Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$543K Buy
2025
Q2
$243K Buy
2024
Q4
Sell
2024
Q3
$536K Sell
2024
Q2
$592K Sell
2024
Q1
$1.12M Buy
2023
Q3
Sell
2023
Q2
$298K Sell
2023
Q1
$506K Buy
2021
Q1
Sell
2020
Q4
$222K Buy
2018
Q3
Sell
2018
Q2
$216K Sell
2018
Q1
$294K Buy
2017
Q3
Sell
2017
Q2
$204K Buy