Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.5M Sell
2025
Q2
$1.71M Sell
2025
Q1
$1.8M Sell
2024
Q4
$2.08M Sell
2024
Q3
$2.04M Buy
2024
Q2
$1.57M Buy
2024
Q1
$218K Buy
2023
Q4
$211K Sell
2023
Q3
$224K Buy
2023
Q2
$203K Buy
2018
Q1
Sell
2017
Q4
$214K Hold
2017
Q3
$211K Buy