Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$280K Sell
2025
Q1
$1.66M Buy
2024
Q4
$290K Buy
2023
Q3
Sell
2023
Q2
$523K Sell
2023
Q1
$584K Sell
2022
Q4
$1.31M Sell
2022
Q3
$1.38M Buy
2021
Q3
Sell
2021
Q2
$810 Buy
2019
Q3
Sell
2019
Q2
$543K Buy
2019
Q1
$230K Buy
2017
Q3
Sell
2017
Q2
$214K Buy