Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.39M Buy
2025
Q2
Sell
2025
Q1
$2.96M Buy
2024
Q4
$362K Buy
2024
Q2
Sell
2024
Q1
$799K Sell
2023
Q4
$805K Sell
2023
Q3
$1.61M Buy
2023
Q2
$418K Buy
2023
Q1
$320K Buy
2021
Q4
Sell
2021
Q3
$250K Sell
2021
Q2
$693K Buy
2021
Q1
$257K Buy
2020
Q1
Sell
2019
Q4
$1.07M Sell
2019
Q3
$1.54M Buy
2019
Q2
Sell
2019
Q1
$527K Buy