Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.34M Buy
2025
Q2
$2.84M Buy
2025
Q1
$1.08M Buy
2024
Q4
$882K Buy
2024
Q3
$324K Buy
2024
Q1
Sell
2023
Q4
$278K Buy
2023
Q3
$226K Buy
2022
Q2
Sell
2022
Q1
$241K Sell
2021
Q4
$263K Sell
2021
Q3
$273K Sell
2021
Q2
$351K Sell
2021
Q1
$338K Buy
2020
Q4
$250K Sell
2020
Q3
$264K Sell
2020
Q2
$277K Sell
2020
Q1
$288K Sell
2019
Q4
$428K Hold
2019
Q3
$497K Buy