Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$380K Sell
2025
Q2
$832K Buy
2024
Q4
Sell
2024
Q3
$929K Sell
2024
Q2
$1.05M Buy
2024
Q1
$1.09M Sell
2023
Q4
$1.07M Sell
2023
Q3
$1.39M Buy
2023
Q2
$326K Buy
2023
Q1
Sell
2022
Q4
$280K Sell
2022
Q3
$648K Sell
2022
Q2
$1.09M Buy
2022
Q1
$1.01M Buy
2017
Q2
Sell
2017
Q1
$232K Sell
2016
Q4
$329K Buy