Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$6.69M Sell
2025
Q1
$13.9M Buy
2023
Q4
Sell
2023
Q3
$2.72M Buy
2022
Q4
Sell
2022
Q3
$2.46M Hold
2022
Q2
$2.3M Buy
2022
Q1
Sell
2021
Q4
$4.72M Buy
2021
Q3
Sell
2021
Q2
$3.98M Buy
2018
Q1
Sell
2017
Q4
$205K Hold
2017
Q3
$201K Buy