Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.75M Buy
2025
Q2
$466K Buy
2025
Q1
Sell
2024
Q4
$1.78M Buy
2024
Q3
Sell
2024
Q2
$3.94M Buy
2023
Q2
Sell
2023
Q1
$650K Buy
2022
Q2
Sell
2022
Q1
$742K Buy
2021
Q4
$706K Sell
2021
Q3
$781K Buy
2021
Q2
$556K Buy
2020
Q4
Sell
2020
Q3
$245K Buy
2019
Q4
Sell
2019
Q3
$284K Buy