Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.52M Buy
2025
Q2
$1.02M Sell
2025
Q1
$680K Sell
2024
Q4
$834K Sell
2024
Q3
$865K Sell
2024
Q2
$780K Buy
2024
Q1
$664K Sell
2023
Q4
$560K Buy
2023
Q3
$508K Buy
2023
Q2
$462K Buy
2023
Q1
$345K Sell
2022
Q4
$359K Buy
2020
Q3
$581K Hold
2020
Q2
$538K Hold
2020
Q1
$470K Hold
2019
Q4
$515K Buy