Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.41M Buy
2023
Q4
Hold
2023
Q3
Sell
2023
Q2
$829K Buy
2022
Q2
Sell
2022
Q1
$660K Sell
2021
Q4
$1.16M Sell
2021
Q3
$1.75M Sell
2021
Q2
$2.73M Sell
2021
Q1
$3.53M Sell
2020
Q4
$3.35M Sell
2020
Q3
$7.36M Buy
2020
Q2
$1.79M Buy
2019
Q4
Sell
2019
Q3
$3.21M Buy
2018
Q4
Sell
2018
Q3
$585K Buy