Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$449K Buy
2025
Q1
Sell
2024
Q4
$541K Buy
2024
Q3
$202K Buy
2024
Q2
Sell
2024
Q1
$299K Buy
2020
Q1
Sell
2019
Q4
$4.85M Buy
2019
Q3
Sell
2019
Q2
$4.95M Buy
2017
Q2
Sell
2017
Q1
$780K Buy