Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.84M Sell
2025
Q2
$1.61M Sell
2025
Q1
$1.32M Buy
2024
Q4
$1.26M Buy
2024
Q3
$468K Buy
2024
Q2
$295K Sell
2024
Q1
$394K Buy
2023
Q4
Sell
2023
Q3
$661K Buy
2023
Q2
$594K Hold
2023
Q1
$471K Sell
2022
Q4
$298K Buy
2020
Q4
Sell
2020
Q3
$215K Buy
2020
Q1
Sell
2019
Q4
$200K Buy
2019
Q2
Sell
2019
Q1
$200K Hold
2018
Q4
$238K Sell
2018
Q3
$468K Buy