Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.43M Buy
2024
Q4
Sell
2024
Q3
$1.25M Sell
2024
Q2
$1.01M Buy
2024
Q1
Sell
2023
Q4
$415K Sell
2023
Q3
$336K Sell
2023
Q2
$1.23M Buy
2022
Q2
Sell
2022
Q1
$892K Buy
2021
Q4
$583K Buy
2021
Q3
$547K Sell
2021
Q2
$4.46M Buy
2019
Q4
Sell
2019
Q3
$470K Buy