Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.72M Buy
2024
Q3
Sell
2024
Q2
$562K Buy
2024
Q1
$610K Buy
2023
Q4
$439K Buy
2023
Q3
$369K Buy
2023
Q2
$319K Buy
2023
Q1
$272K Sell
2022
Q4
$709K Buy
2022
Q3
$204K Sell
2022
Q2
$210K Buy
2022
Q1
$211K Sell
2021
Q4
$596K Buy
2021
Q3
$454K Buy
2021
Q2
$361K Buy
2021
Q1
$224K Buy
2019
Q3
Sell
2019
Q2
$338K Buy