Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$615K Buy
2025
Q2
$507K Buy
2025
Q1
$370K Sell
2024
Q4
$396K Buy
2024
Q3
$385K Buy
2024
Q2
$397K Buy
2024
Q1
$289K Sell
2023
Q4
$247K Buy
2020
Q1
Sell
2019
Q4
$2.5M Buy