Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.26M Buy
2025
Q2
$404K Buy
2022
Q2
Sell
2022
Q1
$235K Buy
2021
Q4
$394K Buy
2021
Q3
$532K Buy
2021
Q1
Sell
2020
Q4
$1.15M Sell
2020
Q3
$670K Sell
2020
Q2
$421K Sell
2020
Q1
$590K Sell
2019
Q4
$980K Buy
2019
Q3
$650K Buy
2018
Q3
Sell
2018
Q2
$683K Hold
2018
Q1
$499K Buy