Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.57M Buy
2025
Q2
Sell
2025
Q1
$520K Sell
2024
Q4
$1.38M Buy
2024
Q3
$860K Buy
2024
Q2
$600K Buy
2020
Q1
Sell
2019
Q4
$423K Sell
2019
Q3
$669K Buy
2019
Q2
$203K Buy
2019
Q1
Sell
2018
Q4
$467K Buy