Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$625K Buy
2024
Q4
Sell
2024
Q3
$681K Buy
2024
Q2
$638K Sell
2024
Q1
$1.49M Sell
2023
Q4
$1.81M Buy
2020
Q3
Sell
2020
Q2
$62K Sell
2020
Q1
$322K Buy