Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.44M Buy
2025
Q2
$1.96M Buy
2025
Q1
$707K Sell
2024
Q4
$713K Sell
2024
Q3
$826K Sell
2024
Q2
$760K Sell
2024
Q1
$2.27M Sell
2023
Q4
$3.69M Buy
2023
Q3
$1.09M Buy
2022
Q4
$2.64M Sell
2022
Q3
$2.58M Buy
2022
Q2
$1.06M Sell
2022
Q1
$1M Buy
2021
Q1
Sell
2020
Q4
$1.03M Sell
2020
Q3
$805K Buy
2014
Q3
Sell
2014
Q2
$532K Buy