Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$684K Sell
2025
Q2
$2.22M Sell
2025
Q1
$2.28M Sell
2024
Q4
$2.41M Sell
2024
Q3
$2.47M Buy
2024
Q2
$2.25M Buy
2024
Q1
$2.54M Buy
2023
Q4
$2.27M Sell
2023
Q3
$2.09M Buy
2023
Q2
$1.7M Buy
2023
Q1
$1.69M Buy
2022
Q4
$1.27M Buy
2022
Q3
$1.12M Buy
2022
Q2
$1.16M Buy
2022
Q1
$1.11M Buy
2021
Q4
$974K Buy
2021
Q3
$607K Buy
2021
Q2
$408K Buy
2019
Q1
Sell
2018
Q4
$216K Buy