Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$777K Sell
2025
Q2
$5.87M Buy
2025
Q1
$797K Buy
2023
Q3
Sell
2023
Q2
$423K Sell
2023
Q1
$564K Buy
2022
Q4
$550K Buy
2022
Q3
$467K Sell
2022
Q2
$566K Buy
2022
Q1
$511K Buy
2020
Q2
Sell
2020
Q1
$158K Hold
2019
Q4
$267K Buy