Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.17M Sell
2025
Q1
$1.24M Buy
2023
Q2
Sell
2023
Q1
$270K Buy
2022
Q4
$232K Buy
2022
Q3
$204K Sell
2022
Q2
$1.68M Sell
2022
Q1
$1.96M Sell
2021
Q4
$2.95M Buy
2021
Q3
$2.45M Sell
2021
Q2
$2.77M Buy
2021
Q1
$2.79M Sell
2020
Q4
$2.84M Buy
2020
Q3
$1.83M Sell
2020
Q2
$1.61M Buy
2018
Q3
Sell
2018
Q2
$149K Buy
2017
Q1
Sell
2016
Q4
$244K Buy