Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$761K Hold
2025
Q2
$828K Sell
2025
Q1
$2.4M Hold
2024
Q4
$2.07M Hold
2024
Q3
$2.34M Buy
2024
Q2
$922K Hold
2024
Q1
$1.09M Buy
2019
Q3
Sell
2019
Q2
$882K Sell
2019
Q1
$783K Sell
2018
Q4
$695K Sell
2018
Q3
$786K Buy