Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.1M Sell
2025
Q1
$892K Buy
2024
Q4
$484K Sell
2024
Q3
$6.48M Buy
2024
Q2
$6.21M Buy
2024
Q1
$6.93M Buy
2023
Q4
$5.77M Buy
2023
Q3
$4.37M Sell
2023
Q2
$6.51M Sell
2023
Q1
$4.62M Buy
2022
Q4
$419K Sell
2022
Q3
$3.25M Buy
2019
Q4
Sell
2019
Q3
$435K Sell
2019
Q2
$963K Sell
2019
Q1
$1.14M Buy
2018
Q4
$900K Buy
2018
Q3
$946K Sell
2018
Q2
$1.56M Buy