Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$287K Sell
2025
Q2
$2.59M Sell
2025
Q1
$3.39M Buy
2024
Q4
$3.7M Buy
2024
Q3
$3.43M Buy
2024
Q2
$2.88M Buy
2024
Q1
$1.69M Buy
2020
Q1
Sell
2019
Q4
$369K Sell
2019
Q3
$400K Sell
2019
Q2
$487K Sell
2019
Q1
$459K Sell
2018
Q4
$387K Buy
2018
Q3
$334K Sell
2018
Q2
$293K Buy