Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$13.4M Buy
2025
Q2
$825K Buy
2024
Q4
Sell
2024
Q3
$840K Buy
2024
Q1
Sell
2023
Q4
$2.43M Buy
2023
Q3
$758K Sell
2023
Q2
$1.14M Buy
2022
Q1
Sell
2021
Q4
$230K Sell
2021
Q3
$2.24M Buy
2020
Q4
Sell
2020
Q3
$772K Buy
2019
Q4
Sell
2019
Q3
$856K Buy