Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$559K Sell
2025
Q2
$574K Sell
2025
Q1
$563K Buy
2024
Q4
$428K Buy
2023
Q4
Sell
2023
Q3
$16.2M Hold
2023
Q2
$16.2M Buy
2023
Q1
$511K Buy
2021
Q4
Sell
2021
Q3
$1.1M Sell
2021
Q2
$1.22M Sell
2021
Q1
$1.31M Sell
2020
Q4
$1.3M Sell
2020
Q3
$1.33M Sell
2020
Q2
$1.53M Sell
2020
Q1
$1.83M Sell
2019
Q4
$3.2M Buy