Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$183K Buy
2025
Q2
$183K Buy
2024
Q4
Sell
2024
Q3
$798K Buy
2024
Q2
$864K Sell
2024
Q1
$801K Buy
2023
Q4
$640K Buy
2021
Q4
Sell
2021
Q3
$846K Sell
2021
Q2
$884K Sell
2021
Q1
$1.2M Buy
2020
Q4
$1.09M Buy
2019
Q3
Sell
2019
Q2
$6.34M Buy
2019
Q1
$848K Buy