Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$1.23M Buy
2024
Q3
$275K Buy
2023
Q2
Sell
2023
Q1
$893K Buy
2022
Q3
Sell
2022
Q2
$328K Buy
2021
Q4
Sell
2021
Q3
$430K Buy
2019
Q3
Sell
2019
Q2
$754K Buy
2019
Q1
$584K Buy
2018
Q4
Sell
2018
Q3
$473K Buy
2017
Q2
Sell
2017
Q1
$886K Buy
2016
Q4
$610K Buy