Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.88M Sell
2025
Q2
$5.62M Buy
2025
Q1
$4.85M Sell
2024
Q4
$4.55M Buy
2024
Q3
$216K Sell
2024
Q2
$206K Buy
2022
Q3
Sell
2022
Q2
$294K Buy
2022
Q1
$324K Buy
2021
Q4
$341K Sell
2021
Q3
$367K Buy
2021
Q2
$381K Buy
2021
Q1
$288K Sell
2020
Q4
$340K Sell
2020
Q3
$428K Hold
2020
Q2
$385K Buy
2020
Q1
$253K Buy
2019
Q4
$300K Buy
2019
Q3
$258K Sell
2019
Q2
$367K Buy