Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.98M Sell
2025
Q2
$1.46M Buy
2025
Q1
$360K Buy
2024
Q4
$233K Sell
2024
Q3
$274K Sell
2024
Q2
$1.41M Sell
2024
Q1
$1.98M Buy
2023
Q4
$375K Buy
2023
Q3
$191K Buy
2022
Q2
Sell
2022
Q1
$733K Sell
2021
Q4
$5.81M Buy
2021
Q3
$7.69M Sell
2021
Q2
$8.13M Buy
2021
Q1
$8.85M Buy
2020
Q4
$1.18M Buy
2020
Q3
$229K Sell
2020
Q2
$297K Buy
2020
Q1
$250K Buy
2019
Q4
$360K Buy