Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$969K Buy
2025
Q1
Sell
2024
Q4
$1.72M Buy
2024
Q3
$908K Buy
2024
Q2
$683K Buy
2024
Q1
$495K Buy
2023
Q2
Sell
2023
Q1
$261K Buy
2021
Q3
Sell
2021
Q2
$575K Buy
2021
Q1
$232K Buy
2020
Q1
Sell
2019
Q4
$212K Buy
2017
Q3
Sell
2017
Q2
$265K Sell
2017
Q1
$268K Sell
2016
Q4
$263K Buy