Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.12M Buy
2025
Q2
$3.39M Buy
2025
Q1
$1.04M Buy
2024
Q4
$672K Buy
2024
Q3
$565K Sell
2024
Q2
$517K Buy
2024
Q1
$492K Buy
2023
Q4
$321K Buy
2023
Q3
$250K Buy
2023
Q2
$264K Buy
2023
Q1
$227K Buy
2021
Q1
Sell
2020
Q4
$65K Buy
2017
Q3
Sell
2017
Q2
$68K Buy
2017
Q1
Sell
2016
Q4
$31K Hold
2016
Q3
$30K Buy