Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$6.87M Sell
2025
Q1
$11M Buy
2024
Q1
Sell
2023
Q4
$450K Buy
2023
Q2
Sell
2023
Q1
$9.3M Buy
2022
Q4
$1.58M Sell
2022
Q3
$5.9M Buy
2022
Q2
$2.1M Sell
2022
Q1
$4.2M Buy
2021
Q2
Sell
2021
Q1
$3.36M Buy
2020
Q4
Sell
2020
Q3
$1.28M Buy
2020
Q1
Sell
2019
Q4
$4.82M Buy
2019
Q3
$272K Buy