Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$437K Buy
2025
Q2
$424K Buy
2025
Q1
$373K Sell
2024
Q4
$337K Sell
2024
Q3
$391K Sell
2024
Q2
$391K Buy
2024
Q1
$390K Buy
2023
Q4
$333K Buy
2020
Q4
Sell
2020
Q3
$249K Buy
2020
Q2
Sell
2020
Q1
$201K Sell
2019
Q4
$379K Sell
2019
Q3
$4.04M Sell
2019
Q2
$4.21M Buy
2019
Q1
$3.47M Buy
2018
Q4
$2.97M Buy