Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.95M Buy
2024
Q4
Sell
2024
Q3
$501K Sell
2024
Q2
$2.25M Sell
2024
Q1
$5.58M Sell
2023
Q4
$5.34M Sell
2023
Q3
$6.62M Buy
2023
Q2
$3.54M Buy
2023
Q1
$1.72M Buy
2022
Q3
Sell
2022
Q2
$729K Buy
2019
Q1
Sell
2018
Q4
$1.72M Sell
2018
Q3
$3.67M Buy
2018
Q2
$3.81M Buy
2016
Q3
Sell
2016
Q2
$709K Buy