Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$293K Buy
2024
Q4
Sell
2024
Q3
$579K Sell
2024
Q2
$4.16M Buy
2022
Q1
Sell
2021
Q4
$299K Buy
2021
Q3
Sell
2021
Q2
$377K Buy
2020
Q1
Sell
2019
Q4
$274K Sell
2019
Q3
$290K Buy