Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$2.11M Sell
2025
Q1
$2.26M Buy
2024
Q4
$307K Buy
2023
Q3
Sell
2023
Q2
$85.6K Sell
2023
Q1
$94.1K Sell
2022
Q4
$154K Sell
2022
Q3
$328K Sell
2022
Q2
$550K Buy
2022
Q1
$599K Buy
2021
Q4
Sell
2021
Q3
$186K Sell
2021
Q2
$842K Sell
2021
Q1
$4.46M Buy
2019
Q4
Sell
2019
Q3
$31K Buy