Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$972K Sell
2024
Q3
$1.9M Sell
2024
Q2
$1.44M Buy
2024
Q1
$1.22M Buy
2023
Q4
$1.24M Buy
2023
Q3
$427K Buy
2021
Q4
Sell
2021
Q3
$1.02M Sell
2021
Q2
$8.62M Buy
2021
Q1
$8.31M Buy
2020
Q4
$7.14M Buy
2020
Q3
$4.25M Buy
2019
Q1
Sell
2018
Q4
$298K Buy