Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$978K Sell
2025
Q1
$2.09M Buy
2020
Q2
Sell
2020
Q1
$834K Sell
2019
Q4
$1.3M Buy
2019
Q3
$1.15M Buy
2019
Q2
$1.13M Buy
2019
Q1
$1.2M Buy
2018
Q4
$858K Sell
2018
Q3
$962K Buy
2018
Q2
$832K Buy
2018
Q1
$724K Buy
2017
Q4
$685K Buy
2017
Q3
$683K Buy