Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$653K Buy
2025
Q1
$1.15M Buy
2024
Q4
Sell
2024
Q3
$898K Sell
2024
Q2
$873K Buy
2024
Q1
$810K Buy
2023
Q4
$657K Buy
2023
Q3
$663K Buy
2023
Q2
$635K Sell
2023
Q1
$675K Buy
2019
Q1
Sell
2018
Q4
$277K Sell
2018
Q3
$419K Sell
2018
Q2
$323K Buy
2018
Q1
$269K Sell
2017
Q4
$386K Sell
2017
Q3
$405K Sell
2017
Q2
$371K Buy