Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$225K Sell
2025
Q2
$332K Sell
2025
Q1
$286K Sell
2024
Q4
$263K Sell
2024
Q3
$277K Buy
2024
Q2
$238K Buy
2024
Q1
$229K Buy
2023
Q4
Sell
2023
Q3
$200K Buy
2020
Q3
$13.4M Buy
2020
Q2
$11M Buy
2020
Q1
$3.52M Buy
2019
Q3
Sell
2019
Q2
$452K Buy