Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.72M Sell
2025
Q2
$2.37M Buy
2025
Q1
$2.54M Buy
2024
Q4
$2.63M Sell
2024
Q3
$2.34M Buy
2024
Q2
$1.73M Buy
2024
Q1
$1.18M Buy
2023
Q4
$1.11M Sell
2023
Q3
$1.51M Sell
2023
Q2
$1.23M Buy
2023
Q1
$1.17M Buy
2021
Q3
Sell
2021
Q2
$214K Sell
2021
Q1
$293K Sell
2020
Q4
$327K Buy
2020
Q3
$269K Sell
2020
Q2
$330K Buy
2020
Q1
Sell
2019
Q4
$222K Buy