Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$371K Buy
2024
Q1
Sell
2023
Q4
$216K Sell
2023
Q3
$392K Sell
2023
Q2
$1.61M Sell
2023
Q1
$1.98M Buy
2022
Q4
$1.53M Buy
2022
Q3
$1.37M Buy
2022
Q2
$699K Buy
2022
Q1
$378K Buy
2016
Q4
Sell
2016
Q3
$236K Sell
2016
Q2
$247K Buy