Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.4M Sell
2025
Q2
$1.07M Buy
2025
Q1
$988K Buy
2024
Q4
$930K Buy
2024
Q2
Sell
2024
Q1
$966K Buy
2021
Q2
Sell
2021
Q1
$13K Sell
2020
Q4
$14K Buy
2020
Q2
Sell
2020
Q1
$3K Hold
2019
Q4
$4K Hold
2019
Q3
$3K Buy