Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.38M Sell
2025
Q2
$8.03M Buy
2025
Q1
Sell
2024
Q4
$4.37M Sell
2024
Q3
$6.07M Buy
2024
Q2
$1.49M Buy
2024
Q1
$1.24M Sell
2023
Q4
$1.28M Sell
2023
Q3
$1.38M Buy
2023
Q2
$904K Sell
2023
Q1
$927K Buy
2022
Q4
$853K Sell
2022
Q3
$1.29M Buy
2022
Q2
$1.09M Buy
2022
Q1
$248K Buy
2019
Q3
Sell
2019
Q2
$2.17M Buy
2019
Q1
$2.07M Sell
2018
Q4
$3.12M Buy
2015
Q2
Sell
2015
Q1
$208K Buy