Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.56M Sell
2025
Q2
$1.9M Sell
2025
Q1
$2.16M Buy
2024
Q4
$60K Buy
2024
Q3
$34.9K Sell
2024
Q2
$94.2K Sell
2024
Q1
$110K Buy
2023
Q4
$85K Sell
2023
Q3
$98.9K Buy
2023
Q2
$85.6K Hold
2023
Q1
$78.2K Buy
2022
Q4
$69K Buy
2018
Q1
Sell
2017
Q4
$43K Hold
2017
Q3
$47K Buy
2017
Q2
$24K Buy
2017
Q1
$6K Hold
2016
Q4
$6K Buy