Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$869K Buy
2025
Q2
$742K Sell
2025
Q1
$1.42M Sell
2024
Q4
$1.56M Buy
2024
Q3
$938K Sell
2024
Q2
$1.21M Buy
2024
Q1
$1.01M Buy
2023
Q4
$836K Buy
2023
Q3
Sell
2023
Q2
$1.93M Buy
2023
Q1
Sell
2022
Q4
$1.17M Buy
2022
Q3
$363K Buy
2022
Q1
Sell
2021
Q4
$229K Buy
2018
Q4
Sell
2018
Q3
$2.4M Buy
2018
Q2
$261K Buy