Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.65M Buy
2024
Q2
Sell
2024
Q1
$5.49M Buy
2023
Q4
$487K Buy
2023
Q3
$355K Buy
2022
Q2
Sell
2022
Q1
$3.44M Buy
2021
Q4
$575K Sell
2021
Q3
$770K Buy
2021
Q1
Sell
2020
Q4
$310K Sell
2020
Q3
$329K Sell
2020
Q2
$893K Buy
2020
Q1
Sell
2019
Q4
$2.27M Buy
2019
Q3
$565K Sell
2019
Q2
$614K Buy
2018
Q2
Sell
2018
Q1
$911K Buy