Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$613K Buy
2024
Q2
Sell
2024
Q1
$935K Buy
2023
Q4
Sell
2023
Q3
$905K Buy
2023
Q2
$764K Buy
2021
Q4
Sell
2021
Q3
$1.26M Buy
2021
Q1
Hold
2020
Q4
Hold
2020
Q2
Sell
2020
Q1
$686K Buy
2019
Q4
Sell
2019
Q3
$30K Buy