Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$303K Sell
2025
Q2
$2.12M Sell
2025
Q1
$2.83M Buy
2024
Q4
$2.6M Sell
2024
Q3
$3.06M Buy
2024
Q2
$3.2M Sell
2024
Q1
$3.16M Buy
2023
Q4
$3.7M Buy
2023
Q3
$2.69M Sell
2023
Q2
$2.81M Buy
2023
Q1
$1.95M Sell
2022
Q4
$1.76M Sell
2022
Q3
$1.53M Buy
2022
Q2
$1.9M Buy
2022
Q1
$1.76M Buy
2020
Q2
Sell
2020
Q1
$1.1M Sell
2019
Q4
$1.16M Hold
2019
Q3
$975K Hold
2019
Q2
$1.04M Buy