Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.53M Hold
2025
Q1
$927K Hold
2024
Q4
$1.09M Sell
2024
Q3
$1.2M Sell
2024
Q2
$1.1M Buy
2023
Q4
Sell
2023
Q3
$1.2M Buy
2022
Q1
Sell
2021
Q4
$1.24M Sell
2021
Q3
$1.14M Sell
2021
Q2
$1.25M Buy
2020
Q4
Sell
2020
Q3
$1.21M Buy
2020
Q2
Sell
2020
Q1
$775K Buy
2019
Q2
Sell
2019
Q1
$1.7M Buy