Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$636K Sell
2025
Q2
$616K Buy
2025
Q1
$584K Sell
2024
Q4
$635K Sell
2024
Q3
$608K Buy
2024
Q2
$628K Buy
2024
Q1
$692K Buy
2018
Q3
Sell
2018
Q2
$1.55M Buy
2018
Q1
$267K Buy