Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.08M Sell
2025
Q2
$1.19M Sell
2025
Q1
$1.55M Buy
2024
Q4
$1.01M Sell
2024
Q3
$1.09M Buy
2024
Q2
$264K Sell
2024
Q1
$286K Sell
2023
Q4
$484K Buy
2020
Q3
Sell
2020
Q2
$208K Buy
2020
Q1
Sell
2019
Q4
$681K Buy
2019
Q3
$285K Buy
2018
Q4
Sell
2018
Q3
$231K Buy
2018
Q2
Sell
2018
Q1
$130K Buy
2017
Q4
$127K Buy