Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$989K Sell
2025
Q2
$1.61M Sell
2025
Q1
$1.76M Sell
2024
Q4
$2.11M Buy
2024
Q1
Sell
2023
Q4
$247K Sell
2023
Q3
$212K Buy
2018
Q4
Sell
2018
Q3
$1.89M Sell
2018
Q2
$2.98M Buy
2018
Q1
$2.3M Buy