Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$581K Sell
2025
Q2
$326K Buy
2025
Q1
Sell
2024
Q4
$276K Buy
2024
Q3
Sell
2024
Q2
$202K Buy
2020
Q4
Sell
2020
Q3
$930K Hold
2020
Q2
$1.27M Sell
2020
Q1
$1.75M Sell
2019
Q4
$2.26M Buy