Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.74M Sell
2025
Q2
$4.43M Buy
2024
Q4
Sell
2024
Q3
$1.49M Buy
2024
Q2
$562K Buy
2023
Q4
Sell
2023
Q3
$499K Buy
2023
Q2
Sell
2023
Q1
$333K Buy
2022
Q4
$214K Sell
2022
Q3
$253K Buy
2021
Q4
Sell
2021
Q3
$626K Buy
2020
Q1
Sell
2019
Q4
$477K Buy
2019
Q3
$365K Buy
2019
Q1
Sell
2018
Q4
$343K Buy