Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$14.3M Buy
2024
Q2
Sell
2024
Q1
$1.01M Buy
2023
Q4
Sell
2023
Q3
$315K Buy
2023
Q2
Sell
2023
Q1
$1.49M Buy
2022
Q4
Sell
2022
Q3
$205K Buy
2021
Q2
Sell
2021
Q1
$568K Buy
2020
Q3
Sell
2020
Q2
$2.05M Sell
2020
Q1
$5.42M Buy