Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.65M Buy
2021
Q4
Sell
2021
Q3
$642K Buy
2021
Q2
$405 Sell
2021
Q1
$1.08M Buy
2020
Q4
Sell
2020
Q3
$233K Buy
2020
Q1
Sell
2019
Q4
$446K Sell
2019
Q3
$995K Buy
2018
Q4
Sell
2018
Q3
$670K Buy
2018
Q1
Sell
2017
Q4
$255K Buy
2017
Q3
$218K Buy