Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.1M Sell
2025
Q2
$2.61M Buy
2025
Q1
Sell
2024
Q4
$394K Buy
2024
Q3
$342K Sell
2024
Q2
$330K Buy
2024
Q1
$358K Sell
2023
Q4
$497K Sell
2023
Q3
$477K Sell
2023
Q2
$457K Buy
2019
Q1
Sell
2018
Q4
$15K Buy
2018
Q1
$18K Sell
2017
Q4
$374K Buy