Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.75M Buy
2024
Q1
Sell
2023
Q4
$564K Sell
2023
Q3
$2.27M Buy
2023
Q2
$1.02M Buy
2023
Q1
$699K Buy
2022
Q4
$503K Buy
2022
Q2
Sell
2022
Q1
$256K Sell
2021
Q4
$517K Buy
2021
Q3
Sell
2021
Q2
$510K Buy
2021
Q1
$284K Buy
2020
Q1
Sell
2019
Q4
$1.81M Buy
2019
Q3
$382K Sell
2019
Q2
$645K Buy