Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.01M Buy
2023
Q4
Sell
2023
Q3
$546K Buy
2022
Q2
Sell
2022
Q1
$337K Buy
2020
Q1
Sell
2019
Q4
$369K Buy
2018
Q2
Sell
2018
Q1
$784K Buy
2017
Q4
Sell
2017
Q3
$1.22M Buy
2017
Q1
Sell
2016
Q4
$797K Buy
2016
Q3
$561K Buy
2016
Q1
Sell
2015
Q4
$352K Buy