Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.99M Buy
2023
Q4
Sell
2023
Q3
$585K Sell
2023
Q2
$1.91M Buy
2023
Q1
$1.33M Sell
2022
Q4
$1.47M Buy
2022
Q2
Sell
2022
Q1
$1.41M Sell
2021
Q4
$4.36M Hold
2021
Q3
$5.29M Hold
2021
Q2
$6.53M Sell
2021
Q1
$6.29M Buy
2020
Q4
$3.38M Sell
2020
Q3
$4.94M Hold
2020
Q2
$4.39M Buy
2017
Q3
Sell
2017
Q2
$961K Buy