Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.54M Buy
2025
Q2
Sell
2025
Q1
$438K Buy
2024
Q4
$250K Sell
2024
Q3
$706K Buy
2024
Q2
Sell
2024
Q1
$315K Buy
2023
Q3
Sell
2023
Q2
$2.18M Sell
2023
Q1
$5.3M Buy
2022
Q4
$1.84M Buy
2017
Q1
Sell
2016
Q4
$69K Buy