Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.61M Buy
2025
Q2
$3.21M Buy
2025
Q1
$2.56M Buy
2024
Q4
$2.21M Buy
2021
Q2
Sell
2021
Q1
$265K Buy
2020
Q4
$250K Sell
2020
Q3
$224K Sell
2020
Q2
$205K Buy
2020
Q1
Sell
2019
Q4
$256K Sell
2019
Q3
$290K Sell
2019
Q2
$283K Sell
2019
Q1
$229K Sell
2018
Q4
$257K Sell
2018
Q3
$394K Sell
2018
Q2
$362K Buy
2018
Q1
$321K Sell
2017
Q4
$378K Buy