Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$371K Sell
2025
Q2
$296K Buy
2025
Q1
Sell
2024
Q4
$226K Buy
2024
Q3
$219K Buy
2021
Q3
Sell
2021
Q2
$29.1M Sell
2021
Q1
$26.5M Sell
2020
Q4
$24.6M Sell
2020
Q3
$23.7M Sell
2020
Q2
$22.4M Sell
2020
Q1
$19.9M Sell
2019
Q4
$22.2M Buy
2019
Q3
$22.7M Buy
2019
Q2
$22.7M Sell
2019
Q1
$22.7M Sell
2018
Q4
$19.1M Buy
2018
Q3
Sell
2018
Q2
$19.1M Buy