Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$723K Buy
2025
Q2
$785K Sell
2025
Q1
$1.05M Sell
2024
Q4
$1.54M Buy
2024
Q3
$1.38M Sell
2024
Q2
$1.24M Buy
2024
Q1
$803K Buy
2023
Q4
$702K Sell
2023
Q3
$666K Buy
2021
Q3
Sell
2021
Q2
$266K Buy
2020
Q3
Sell
2020
Q2
$226K Buy
2020
Q1
Sell
2019
Q4
$532K Sell
2019
Q3
$520K Buy