Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$640K Sell
2025
Q2
$608K Buy
2025
Q1
$643K Buy
2024
Q4
Sell
2024
Q3
$2.43M Buy
2024
Q2
$2.67M Buy
2024
Q1
$1.36M Buy
2020
Q1
Sell
2019
Q4
$4.05M Buy
2019
Q1
Sell
2018
Q4
$6K Buy
2018
Q1
Sell
2017
Q4
$298K Buy