Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$971K Buy
2025
Q2
Sell
2025
Q1
$420K Sell
2024
Q4
$684K Sell
2024
Q3
$818K Sell
2024
Q2
$673K Sell
2024
Q1
$667K Sell
2023
Q4
$688K Buy
2023
Q3
$492K Buy
2023
Q1
Sell
2022
Q4
$302K Buy
2022
Q3
Sell
2022
Q2
$560K Buy
2017
Q4
Sell
2017
Q3
$391K Buy
2017
Q2
$343K Buy