Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$2.06M Buy
2024
Q3
Sell
2024
Q2
$565K Sell
2024
Q1
$2.95M Buy
2023
Q4
$2.42M Sell
2023
Q3
$2.02M Buy
2023
Q2
$278K Sell
2023
Q1
$3.65M Sell
2022
Q4
$3.15M Buy
2022
Q3
$2.75M Buy
2022
Q2
$337K Buy
2021
Q2
Sell
2021
Q1
$283K Buy
2020
Q4
Sell
2020
Q3
$1.56M Sell
2020
Q2
$2.52M Buy
2020
Q1
Sell
2019
Q4
$379K Sell
2019
Q3
$3.51M Buy
2019
Q2
$607K Buy
2019
Q1
$455K Buy