Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.66M Buy
2022
Q2
Sell
2022
Q1
$1.44M Sell
2021
Q4
$1.8M Sell
2021
Q3
$1.67M Sell
2021
Q2
$1.84M Sell
2021
Q1
$2.05M Hold
2020
Q4
$2.05M Sell
2020
Q3
$1.97M Buy
2020
Q2
$1.54M Sell
2020
Q1
$1.42M Sell
2019
Q4
$1.67M Buy
2019
Q3
$1.45M Sell
2019
Q2
$1.62M Buy
2019
Q1
$1.34M Buy
2018
Q4
$1.01M Hold
2018
Q3
$1.08M Sell
2018
Q2
$999K Buy
2018
Q1
$750K Sell
2017
Q4
$750K Buy
2017
Q3
$613K Buy
2017
Q2
$413K Buy