Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$835K Buy
2023
Q4
Sell
2023
Q3
$341K Buy
2023
Q2
$388K Sell
2023
Q1
$349K Buy
2022
Q4
$359K Sell
2022
Q3
$322K Buy
2022
Q2
$377K Buy
2020
Q4
Sell
2020
Q3
$237K Sell
2020
Q2
$214K Buy
2019
Q1
Sell
2018
Q4
$398K Buy