Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.96M Sell
2025
Q2
$3.69M Buy
2025
Q1
$3.11M Sell
2024
Q4
$4.98M Buy
2024
Q3
$5.71M Buy
2024
Q2
$4.8M Buy
2024
Q1
$715K Sell
2023
Q4
$760K Buy
2023
Q3
$297K Buy
2023
Q2
$244K Sell
2023
Q1
$300K Buy
2022
Q1
Sell
2021
Q4
$250K Buy
2021
Q3
Sell
2021
Q2
$246K Hold
2021
Q1
$206K Sell
2020
Q4
$265K Buy
2020
Q3
$238K Sell
2020
Q2
$228K Buy