Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.74M Sell
2025
Q2
$2.52M Buy
2025
Q1
$1.35M Buy
2024
Q4
$1.07M Buy
2024
Q3
$899K Buy
2024
Q2
$670K Buy
2024
Q1
$688K Buy
2023
Q4
$525K Sell
2023
Q3
$720K Sell
2023
Q2
$749K Buy
2023
Q1
$634K Buy
2022
Q4
$568K Sell
2022
Q3
$1.08M Buy
2022
Q2
$1.06M Buy
2022
Q1
$1.02M Buy
2015
Q4
Sell
2015
Q3
$176K Buy
2014
Q1
Sell
2013
Q4
$347K Hold
2013
Q3
$297K Buy