Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.19M Sell
2025
Q2
$2.7M Buy
2025
Q1
$1.25M Sell
2024
Q4
$1.58M Buy
2024
Q3
$569K Sell
2024
Q2
$718K Sell
2024
Q1
$1.12M Buy
2023
Q4
$339K Sell
2023
Q3
$348K Sell
2023
Q2
$1.03M Buy
2023
Q1
$488K Buy
2022
Q3
Sell
2022
Q2
$527K Buy
2021
Q3
Sell
2021
Q2
$231K Buy
2019
Q4
Sell
2019
Q3
$762K Buy
2019
Q2
$448K Buy
2019
Q1
Sell
2018
Q4
$734K Buy