Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$407K Sell
2025
Q2
$5.81M Buy
2024
Q4
Sell
2024
Q3
$1.73M Buy
2024
Q2
$348K Buy
2022
Q1
Sell
2021
Q4
$750K Buy
2020
Q4
Sell
2020
Q3
$223K Buy
2020
Q2
Sell
2020
Q1
$339K Buy
2018
Q3
Sell
2018
Q2
$489K Sell
2018
Q1
$912K Sell
2017
Q4
$1.4M Buy
2017
Q3
Sell
2017
Q2
$379K Buy