Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$256K Buy
2025
Q2
Sell
2025
Q1
$530K Buy
2024
Q4
$301K Buy
2024
Q3
$241K Sell
2024
Q2
$544K Buy
2024
Q1
$307K Sell
2023
Q4
$274K Sell
2023
Q3
$209K Buy
2020
Q1
$112K Sell
2019
Q4
$297K Buy