Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$1.58M Buy
2024
Q3
$566K Buy
2024
Q2
Sell
2024
Q1
$404K Sell
2023
Q4
$429K Buy
2023
Q3
$240K Buy
2022
Q3
Sell
2022
Q2
$1.8M Buy
2022
Q1
Sell
2021
Q4
$2.58M Buy
2019
Q4
Sell
2019
Q3
$10.3M Buy
2019
Q2
$12.7M Buy