Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.97M Buy
2025
Q2
$1.48M Buy
2025
Q1
$411K Sell
2024
Q4
$646K Sell
2024
Q3
$627K Buy
2024
Q2
$441K Sell
2024
Q1
$620K Sell
2023
Q4
$549K Sell
2023
Q3
$577K Sell
2023
Q2
$543K Sell
2023
Q1
$479K Sell
2022
Q4
$484K Buy
2019
Q1
Sell
2018
Q4
$0 Buy
2018
Q1
$0 Hold
2017
Q4
$0 Buy