Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$3.4M Sell
2024
Q3
$2.9M Sell
2024
Q2
$3.39M Buy
2024
Q1
$1.07M Buy
2023
Q4
$521K Sell
2023
Q3
$1.01M Buy
2021
Q1
Sell
2020
Q4
$5.76M Buy
2020
Q3
$3.81M Sell
2020
Q2
$6.99M Buy
2020
Q1
$291K Sell
2019
Q4
$8.34M Buy
2019
Q2
Sell
2019
Q1
$555K Sell
2018
Q4
$1.96M Buy