Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$2.33M Buy
2025
Q1
Sell
2024
Q4
$2.46M Buy
2023
Q4
Sell
2023
Q3
$308K Buy
2021
Q4
Sell
2021
Q3
$289K Buy
2020
Q3
Sell
2020
Q2
$329K Buy
2020
Q1
Sell
2019
Q4
$374K Buy
2018
Q3
Sell
2018
Q2
$891K Buy
2018
Q1
Sell
2017
Q4
$657K Buy
2017
Q3
$290K Buy