Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.34M Buy
2024
Q4
Sell
2024
Q3
$470K Buy
2024
Q2
Sell
2024
Q1
$1.56M Buy
2023
Q4
$524K Buy
2023
Q3
$386K Sell
2023
Q2
$669K Buy
2021
Q4
Sell
2021
Q3
$208K Buy
2020
Q3
Sell
2020
Q2
$229K Buy
2017
Q3
Sell
2017
Q2
$462K Buy
2016
Q2
Sell
2016
Q1
$247K Sell
2015
Q4
$265K Buy