Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.25M Sell
2025
Q2
$1.49M Buy
2025
Q1
$1.11M Sell
2024
Q4
$1.02M Buy
2024
Q3
$1.01M Buy
2024
Q2
$513K Buy
2024
Q1
$563K Sell
2023
Q4
$484K Buy
2023
Q3
$301K Buy
2023
Q2
$272K Buy
2023
Q1
$226K Buy
2020
Q1
Sell
2019
Q4
$387K Hold
2019
Q3
$420K Sell
2019
Q2
$404K Hold
2019
Q1
$413K Sell
2018
Q4
$413K Buy