Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.51M Buy
2025
Q2
$2.12M Buy
2024
Q3
Sell
2024
Q2
$721K Sell
2024
Q1
$3.98M Sell
2023
Q4
$3.56M Buy
2023
Q3
$1.68M Buy
2023
Q2
$599K Sell
2023
Q1
$570K Buy
2021
Q4
Sell
2021
Q3
$1.91M Buy
2021
Q2
Sell
2021
Q1
$1.91M Buy
2020
Q4
Sell
2020
Q3
$3.21M Buy
2020
Q2
$1.15M Buy
2015
Q3
Sell
2015
Q2
$245K Hold
2015
Q1
$238K Buy