Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.64M Sell
2025
Q2
$2.18M Sell
2025
Q1
$2.36M Buy
2024
Q4
$2.54M Sell
2024
Q3
$2.43M Sell
2024
Q2
$2.27M Buy
2024
Q1
$1.76M Hold
2023
Q4
$1.93M Buy
2020
Q4
Sell
2020
Q3
$379K Buy
2020
Q2
$361K Buy
2020
Q1
$203K Hold
2019
Q4
$235K Hold
2019
Q3
$208K Buy
2019
Q2
Sell
2019
Q1
$152K Hold
2018
Q4
$126K Hold
2018
Q3
$181K Hold
2018
Q2
$148K Hold
2018
Q1
$134K Buy