Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$272K Sell
2025
Q2
$249K Sell
2025
Q1
$213K Sell
2024
Q4
$1.35M Buy
2024
Q3
$1.28M Sell
2024
Q2
$4.55M Buy
2024
Q1
$3.16M Buy
2022
Q1
Sell
2021
Q4
$565K Buy
2020
Q1
Sell
2019
Q4
$367K Buy