Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$293K Buy
2022
Q2
Sell
2022
Q1
$889K Buy
2021
Q4
$1.12M Buy
2021
Q3
$554K Buy
2021
Q2
Sell
2021
Q1
$713K Buy
2020
Q1
Sell
2019
Q4
$817K Buy
2019
Q3
$896K Buy
2019
Q2
$418K Buy
2019
Q1
Sell
2018
Q4
$283K Buy