Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.19M Sell
2025
Q2
$1.72M Sell
2025
Q1
$1.23M Sell
2024
Q4
$1.99M Sell
2024
Q3
$2.97M Sell
2024
Q2
$2.47M Sell
2024
Q1
$2.45M Buy
2023
Q4
$750K Buy
2022
Q1
Sell
2021
Q4
$204K Sell
2021
Q3
$216K Buy
2021
Q2
Sell
2021
Q1
$207K Buy
2018
Q2
Sell
2018
Q1
$260K Sell
2017
Q4
$307 Buy
2015
Q3
Sell
2015
Q2
$544K Buy