Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$489K Buy
2023
Q3
Sell
2023
Q2
$352K Buy
2023
Q1
$96.4K Buy
2021
Q3
Sell
2021
Q2
$605K Sell
2021
Q1
$1.1M Buy
2020
Q2
Sell
2020
Q1
$686K Buy
2019
Q4
$713K Buy
2019
Q3
Sell
2019
Q2
$941K Sell
2019
Q1
$2.14M Buy
2018
Q4
Sell
2018
Q3
$287K Buy