Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$924K Buy
2025
Q2
$791K Buy
2022
Q1
Sell
2021
Q4
$1.76M Buy
2020
Q4
Sell
2020
Q3
$906K Buy
2020
Q2
$759K Buy
2020
Q1
$565K Sell
2019
Q4
$658K Sell
2019
Q3
$617K Buy
2019
Q2
$497K Buy
2017
Q3
Sell
2017
Q2
$201K Buy