Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.05M Buy
2025
Q2
$379K Buy
2024
Q4
Sell
2024
Q3
$1.01M Buy
2024
Q2
$259K Buy
2023
Q4
Sell
2023
Q3
$1.2M Buy
2023
Q2
$339K Buy
2023
Q1
$301K Buy
2022
Q2
Sell
2022
Q1
$481K Buy
2021
Q2
Sell
2021
Q1
$230K Buy
2019
Q1
Sell
2018
Q4
$698K Buy
2016
Q1
Sell
2015
Q4
$323K Buy