Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.59M Buy
2023
Q2
Sell
2023
Q1
$303K Sell
2022
Q4
$518K Buy
2021
Q3
Sell
2021
Q2
$219 Sell
2021
Q1
$629K Buy
2020
Q4
Sell
2020
Q3
$350K Buy
2018
Q1
Sell
2017
Q4
$263K Sell
2017
Q3
$415K Sell
2017
Q2
$950K Buy
2017
Q1
$771K Buy