Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$2.16M Buy
2024
Q3
Sell
2024
Q2
$405K Buy
2024
Q1
Sell
2023
Q4
$622K Buy
2022
Q1
Sell
2021
Q4
$248K Buy
2020
Q3
Sell
2020
Q2
$396K Buy
2019
Q4
Sell
2019
Q3
$1.01M Buy
2019
Q1
Sell
2018
Q4
$1.05M Buy
2018
Q3
$1.22M Buy