Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$876K Buy
2023
Q2
Sell
2023
Q1
$294K Sell
2022
Q4
$237K Buy
2022
Q3
Sell
2022
Q2
$533K Buy
2021
Q4
Sell
2021
Q3
$1.3M Buy
2020
Q1
$399K Sell
2019
Q4
$450K Sell
2019
Q3
$397K Sell
2019
Q2
$823K Sell
2019
Q1
$560K Hold
2018
Q4
$432K Sell
2018
Q3
$706K Buy