Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.31M Hold
2025
Q2
$2.18M Hold
2025
Q1
$2.02M Sell
2024
Q4
$3M Buy
2020
Q3
Sell
2020
Q2
$3.05M Hold
2020
Q1
$2.27M Hold
2019
Q4
$3.84M Buy
2019
Q3
$2.95M Hold
2019
Q2
$3.48M Hold
2019
Q1
$3.39M Hold
2018
Q4
$3.07M Buy