Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.45M Sell
2025
Q2
$3.2M Buy
2025
Q1
$2.15M Sell
2024
Q4
$4.04M Sell
2024
Q3
$1.49M Buy
2024
Q2
$1.92M Buy
2024
Q1
$990K Buy
2023
Q4
$2.33K Sell
2023
Q3
$2.2M Buy
2023
Q1
$1.67M Hold
2022
Q4
$990K Buy
2022
Q3
$2M Hold
2022
Q2
$1.69M Sell
2022
Q1
$4.48M Sell
2021
Q4
$4.66M Buy
2021
Q3
$3.27M Buy
2021
Q2
$1.45M Buy
2018
Q1
Sell
2017
Q4
$554K Hold
2017
Q3
$565K Hold
2017
Q2
$520K Buy