Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$266K Sell
2025
Q2
$289K Buy
2023
Q3
Sell
2023
Q2
$254K Buy
2022
Q4
Sell
2022
Q3
$1.83M Hold
2022
Q2
$2.18M Sell
2022
Q1
$7.3M Buy
2021
Q4
$1.81M Sell
2021
Q3
$2.04M Sell
2021
Q2
$3.87M Sell
2021
Q1
$3.75M Sell
2020
Q4
$3.84M Sell
2020
Q3
$3.7M Hold
2020
Q2
$3.29M Sell
2020
Q1
$2.44M Buy
2019
Q4
$4.11M Sell
2019
Q3
$3.43M Buy
2019
Q2
$1.91M Buy
2019
Q1
$1.72M Buy
2018
Q4
$634K Buy
2018
Q3
$721K Hold
2018
Q2
$613K Buy