Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$271K Buy
2021
Q4
Sell
2021
Q3
$819K Sell
2021
Q2
$3.21M Sell
2021
Q1
$3.07M Buy
2020
Q4
$1.51M Sell
2020
Q3
$1.88M Buy
2020
Q2
$1.11M Buy
2020
Q1
$649K Sell
2019
Q4
$1.03M Sell
2019
Q3
$1.06M Buy
2019
Q2
$816K Buy
2019
Q1
$689K Buy
2018
Q4
$505K Buy
2018
Q3
$457K Buy
2018
Q2
$319K Buy