Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.67M Buy
2025
Q2
Sell
2025
Q1
$300K Buy
2024
Q4
Sell
2024
Q3
$260K Sell
2024
Q2
$271K Buy
2023
Q4
Sell
2023
Q3
$278K Buy
2022
Q2
Sell
2022
Q1
$1.97M Buy
2017
Q3
Sell
2017
Q2
$383K Buy