Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$322K Sell
2025
Q1
$846K Buy
2024
Q4
Sell
2024
Q3
$629K Sell
2024
Q2
$715K Buy
2021
Q4
Sell
2021
Q3
$381K Sell
2021
Q2
$726K Buy
2021
Q1
$454K Buy
2019
Q4
Sell
2019
Q3
$557K Sell
2019
Q2
$954K Buy
2019
Q1
$546K Buy
2018
Q3
Sell
2018
Q2
$363K Buy