Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$680K Buy
2025
Q2
$554K Buy
2025
Q1
$540K Sell
2024
Q4
$548K Buy
2024
Q3
$673K Sell
2024
Q2
$621K Sell
2024
Q1
$636K Buy
2023
Q4
$1.37K Buy
2021
Q4
Sell
2021
Q3
$1.77M Buy
2018
Q2
Sell
2018
Q1
$309K Sell
2017
Q4
$1.31M Buy