Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.36M Buy
2025
Q2
$2.37M Buy
2025
Q1
$793K Sell
2024
Q4
$595K Buy
2024
Q3
$425K Buy
2024
Q2
$508K Buy
2024
Q1
$485K Buy
2023
Q4
$389K Buy
2023
Q3
$315K Buy
2023
Q2
$248K Buy
2020
Q3
Sell
2020
Q2
$1.38M Sell
2020
Q1
$1.13M Hold
2019
Q4
$1.13M Buy
2019
Q3
$883K Sell
2019
Q2
$1.3M Sell
2019
Q1
$1.43M Sell
2018
Q4
$1.47M Sell
2018
Q3
$1.94M Buy