Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$4.23M Buy
2023
Q3
Sell
2023
Q2
$3.55M Sell
2023
Q1
$3.64M Sell
2022
Q4
$2.9M Buy
2022
Q3
$2.73M Buy
2022
Q2
$2.86M Sell
2022
Q1
$4.08M Buy
2021
Q4
$2.16M Hold
2021
Q3
$1.94M Hold
2021
Q2
$1.4M Hold
2021
Q1
$1.07M Sell
2020
Q4
$1.22M Sell
2020
Q3
$1.26M Sell
2020
Q2
$1.15M Hold
2020
Q1
$883K Buy
2019
Q4
Sell
2019
Q3
$439K Buy