Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.07M Buy
2023
Q2
Sell
2023
Q1
$520K Sell
2022
Q4
$2.6M Hold
2022
Q3
$2.16M Hold
2022
Q2
$2.54M Hold
2022
Q1
$2.71M Hold
2021
Q4
$3.52M Hold
2021
Q3
$3.89M Buy
2021
Q2
$4.61M Hold
2021
Q1
$4.08M Hold
2020
Q4
$4.42M Sell
2020
Q3
$2.85M Hold
2020
Q2
$3.11M Sell
2020
Q1
$2.64M Sell
2019
Q4
$4.07M Sell
2019
Q3
$6.07M Hold
2019
Q2
$5.14M Sell
2019
Q1
$4.59M Buy