Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$1.14M Buy
2024
Q4
Sell
2024
Q3
$1.63M Buy
2023
Q4
Sell
2023
Q3
$1.47M Buy
2022
Q3
Sell
2022
Q2
$447K Sell
2022
Q1
$1.22M Buy
2021
Q4
$652K Buy
2021
Q1
Sell
2020
Q4
$330K Buy
2020
Q3
$156K Sell
2020
Q2
$437K Sell
2020
Q1
$935K Buy
2019
Q4
$353K Buy