Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.46M Buy
2025
Q2
$1.11M Buy
2025
Q1
$543K Buy
2024
Q4
$593K Buy
2024
Q3
$573K Sell
2024
Q2
$518K Buy
2024
Q1
$491K Buy
2023
Q4
$528K Sell
2023
Q3
$475K Buy
2023
Q2
$400K Buy
2023
Q1
$353K Buy
2022
Q4
$325K Buy
2017
Q4
Sell
2017
Q3
$312K Buy
2017
Q1
Sell
2016
Q4
$596K Buy