Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$639K Sell
2025
Q1
$827K Sell
2024
Q4
$1.08M Sell
2024
Q3
$1.15M Sell
2024
Q2
$1.15M Sell
2024
Q1
$2.69M Sell
2023
Q4
$2.46M Sell
2023
Q3
$2.25M Buy
2023
Q2
$2.02M Buy
2023
Q1
$824K Sell
2022
Q4
$2.03M Sell
2022
Q3
$1.66M Sell
2022
Q2
$1.82M Buy
2022
Q1
$946K Buy
2020
Q3
Sell
2020
Q2
$430K Buy
2020
Q1
Sell
2019
Q4
$211K Sell
2019
Q3
$208K Buy