Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$850K Buy
2025
Q2
$667K Sell
2025
Q1
$576K Buy
2024
Q4
$513K Sell
2024
Q3
$761K Sell
2024
Q2
$936K Buy
2024
Q1
$567K Buy
2023
Q4
$458K Sell
2023
Q3
$404K Buy
2023
Q2
$392K Buy
2021
Q1
Sell
2020
Q4
$148K Hold
2020
Q3
$111K Buy
2020
Q1
Sell
2019
Q4
$226K Buy