Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$823K Buy
2025
Q2
$611K Sell
2025
Q1
$592K Sell
2024
Q4
$788K Sell
2024
Q3
$872K Sell
2024
Q2
$669K Buy
2024
Q1
Sell
2023
Q4
$867K Buy
2023
Q3
$588K Sell
2023
Q2
$629K Sell
2023
Q1
$663K Buy
2020
Q2
Sell
2020
Q1
$71.7K Sell
2019
Q4
$95.8K Buy