Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$697K Hold
2025
Q2
$442K Hold
2025
Q1
$516K Sell
2024
Q4
$382K Sell
2024
Q3
$562K Sell
2024
Q2
$673K Sell
2024
Q1
$778K Buy
2021
Q4
Sell
2021
Q3
$3.61M Buy
2021
Q2
$5.22M Buy
2021
Q1
$5.1M Buy
2020
Q4
$3.94M Buy
2020
Q3
$2.04M Buy
2020
Q2
$236K Buy
2018
Q4
Sell
2018
Q3
$8K Sell
2018
Q2
$81K Buy