Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$1.55M Buy
2024
Q3
Sell
2024
Q2
$1.11M Buy
2023
Q3
Sell
2023
Q2
$1M Buy
2023
Q1
$237K Sell
2022
Q4
$268K Buy
2022
Q3
$215K Buy
2021
Q4
Sell
2021
Q3
$440K Buy
2021
Q2
$297K Buy
2020
Q1
Sell
2019
Q4
$980K Sell
2019
Q3
$1.1M Buy
2019
Q2
$259K Buy
2019
Q1
$207K Buy