Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.38M Sell
2025
Q2
$1.79M Buy
2025
Q1
$569K Hold
2024
Q4
$581K Hold
2024
Q3
$464K Buy
2018
Q3
Sell
2018
Q2
$949K Sell
2018
Q1
$1.25M Buy
2017
Q4
Sell
2017
Q3
$761K Buy