Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$330K Buy
2024
Q2
Sell
2024
Q1
$544K Sell
2023
Q4
$1.44M Buy
2023
Q3
$1.22M Buy
2023
Q2
$1.17M Buy
2023
Q1
$973K Buy
2022
Q4
Sell
2022
Q3
$287K Sell
2022
Q2
$321K Sell
2022
Q1
$438K Buy
2021
Q4
$436K Buy
2019
Q2
Sell
2019
Q1
$289K Buy
2018
Q4
$228K Buy
2016
Q3
Sell
2016
Q2
$586K Buy
2016
Q1
$636K Buy