Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.46M Buy
2025
Q2
$2.8M Buy
2025
Q1
$1.13M Buy
2024
Q4
$1.12M Buy
2024
Q3
$857K Buy
2024
Q2
$685K Sell
2024
Q1
$1.59M Buy
2023
Q4
$510K Buy
2023
Q3
$408K Buy
2023
Q2
$305K Sell
2023
Q1
$405K Buy
2022
Q4
Hold
2020
Q4
Sell
2020
Q3
$1.39M Buy
2020
Q2
$1.28M Buy
2019
Q4
Sell
2019
Q3
$1.14M Buy
2019
Q2
$1.22M Buy