Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.2M Buy
2025
Q2
$1.29M Buy
2025
Q1
$402K Sell
2024
Q4
$377K Buy
2024
Q3
$290K Buy
2024
Q2
$234K Buy
2021
Q2
Sell
2021
Q1
$413K Buy
2020
Q4
$485K Sell
2020
Q3
$377K Sell
2020
Q2
$421K Buy
2020
Q1
$204K Sell
2019
Q4
$266K Buy