Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.67M Buy
2024
Q4
Sell
2024
Q3
$2.93M Buy
2024
Q2
Sell
2024
Q1
$760K Buy
2023
Q4
$511K Buy
2023
Q3
Sell
2023
Q2
$303K Buy
2023
Q1
$206K Buy
2022
Q2
Sell
2022
Q1
$1.95M Buy
2020
Q2
Sell
2020
Q1
$797K Buy
2019
Q3
Sell
2019
Q2
$253K Sell
2019
Q1
$270K Buy
2018
Q4
Sell
2018
Q3
$230K Buy