Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$801K Sell
2025
Q2
$933K Sell
2025
Q1
$999K Buy
2024
Q4
$1.02M Sell
2024
Q3
$1.17M Hold
2024
Q2
$1.22M Buy
2024
Q1
$1.19M Hold
2023
Q4
$942K Buy
2023
Q3
$667K Sell
2023
Q2
$1.16M Buy
2023
Q1
$521K Buy
2020
Q3
$6.09M Hold
2020
Q2
$5.34M Hold
2020
Q1
$4.36M Buy
2019
Q3
Sell
2019
Q2
$208K Buy
2017
Q3
Sell
2017
Q2
$2.01M Buy
2016
Q4
Sell
2016
Q3
$1.62M Buy