Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$667K Sell
2025
Q1
$944K Sell
2024
Q4
$1.65M Buy
2024
Q3
Sell
2024
Q2
$1.92M Buy
2023
Q4
Sell
2023
Q3
$994K Sell
2023
Q2
$947K Buy
2020
Q3
Sell
2020
Q2
$256K Buy
2020
Q1
Sell
2019
Q4
$471K Buy
2018
Q1
Sell
2017
Q4
$1.03M Sell
2017
Q3
$1.06M Sell
2017
Q2
$1.49M Buy