Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$5.58M Buy
2023
Q4
Sell
2023
Q3
$1.32M Buy
2023
Q2
$796K Buy
2022
Q1
Sell
2021
Q4
$1.54M Sell
2021
Q3
$2.27M Buy
2020
Q4
Sell
2020
Q3
$1.15M Sell
2020
Q2
$1.81M Buy
2018
Q3
Sell
2018
Q2
$3.45M Buy
2018
Q1
Sell
2017
Q4
$616K Sell
2017
Q3
$2M Buy
2017
Q2
$724K Buy