Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.7M Buy
2025
Q2
$762K Buy
2025
Q1
$392K Buy
2024
Q4
$273K Buy
2024
Q3
Sell
2024
Q2
$872K Buy
2024
Q1
$328K Buy
2023
Q3
Sell
2023
Q2
$444K Buy
2023
Q1
$286K Buy
2022
Q4
$225K Buy
2022
Q3
$218K Buy
2019
Q4
Sell
2019
Q3
$205K Buy
2019
Q2
Sell
2019
Q1
$19K Sell
2018
Q4
$619K Buy