Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.17M Buy
2025
Q2
$837K Sell
2025
Q1
$843K Sell
2024
Q4
$887K Buy
2024
Q3
$1.06M Buy
2024
Q2
$1.24M Sell
2024
Q1
$1.39M Buy
2023
Q4
$1.06M Buy
2023
Q3
$274K Buy
2023
Q2
$45.7K Buy
2016
Q4
Sell
2016
Q3
$4K Buy