Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$36M Sell
2025
Q2
$35.1M Buy
2025
Q1
$267K Buy
2024
Q4
$236K Sell
2024
Q3
$271K Buy
2024
Q2
$204K Buy
2021
Q1
Sell
2020
Q4
$427K Sell
2020
Q3
$451K Sell
2020
Q2
$497K Sell
2020
Q1
$620K Sell
2019
Q4
$1.19M Sell
2019
Q3
$1.62M Sell
2019
Q2
$1.72M Sell
2019
Q1
$1.78M Sell
2018
Q4
$1.69M Buy
2017
Q4
Sell
2017
Q3
$200K Buy