Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$2.24M Buy
2024
Q3
Sell
2024
Q2
$863K Sell
2024
Q1
$808K Buy
2023
Q1
Sell
2022
Q4
$238K Sell
2022
Q3
$290K Buy
2022
Q1
Sell
2021
Q4
$358K Buy
2021
Q2
Sell
2021
Q1
$370K Sell
2020
Q4
$641K Sell
2020
Q3
$1.14M Buy
2020
Q2
$377K Buy
2018
Q3
Sell
2018
Q2
$225K Sell
2018
Q1
$479K Buy