Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$252K Sell
2025
Q2
$1.53M Buy
2025
Q1
$763K Buy
2024
Q4
$381K Buy
2024
Q1
Sell
2023
Q4
$1.27M Buy
2023
Q2
Sell
2023
Q1
$1.15M Buy
2022
Q4
$888K Buy
2022
Q3
$278K Buy
2020
Q1
Sell
2019
Q4
$918K Buy
2019
Q3
$208K Buy