Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.46M Sell
2025
Q1
$1.96M Sell
2024
Q4
$3.36M Buy
2024
Q3
$3.1M Buy
2024
Q2
$219K Buy
2019
Q3
Sell
2019
Q2
$276K Sell
2019
Q1
$789K Buy
2018
Q4
$749K Buy
2017
Q4
Sell
2017
Q3
$2.27M Buy
2017
Q2
$2.01M Buy
2017
Q1
$864K Buy
2016
Q4
$473K Buy
2016
Q3
$223K Buy