Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.39M Buy
2025
Q2
$949K Hold
2025
Q1
$774K Buy
2024
Q4
$1M Sell
2024
Q3
$870K Buy
2024
Q2
$236K Buy
2020
Q2
Sell
2020
Q1
$13K Buy
2019
Q1
Sell
2018
Q4
$62K Buy
2018
Q1
Sell
2017
Q4
$35K Buy