Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.05M Buy
2024
Q2
Sell
2024
Q1
$275K Buy
2023
Q4
Hold
2023
Q3
Hold
2021
Q1
Sell
2020
Q4
$720K Sell
2020
Q3
$664K Buy
2019
Q2
Sell
2019
Q1
$1.57M Sell
2018
Q4
$1.8M Sell
2018
Q3
$4.32M Buy
2018
Q2
$2.69M Buy
2018
Q1
$1.6M Buy