Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$4.09M Sell
2024
Q3
$24.9M Buy
2024
Q2
$15.2M Buy
2024
Q1
$10.4M Buy
2023
Q4
$4.28M Buy
2023
Q3
Sell
2023
Q2
$6.5M Buy
2021
Q4
Sell
2021
Q3
$22.5M Buy
2020
Q4
Sell
2020
Q3
$264K Hold
2020
Q2
$281K Buy
2019
Q4
Sell
2019
Q3
$11.5M Buy
2019
Q2
Sell
2019
Q1
$416K Hold
2018
Q4
$341K Sell
2018
Q3
$678K Buy