Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$261K Sell
2025
Q2
$833K Sell
2025
Q1
$1.17M Buy
2024
Q4
$922K Buy
2024
Q3
$417K Buy
2021
Q2
Sell
2021
Q1
$438K Buy
2020
Q4
$558K Buy
2020
Q2
Sell
2020
Q1
$363K Sell
2019
Q4
$437K Buy