Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.94M Buy
2025
Q2
Sell
2025
Q1
$955K Sell
2024
Q4
$2.99M Buy
2024
Q3
$1.59M Sell
2024
Q2
$3.09M Sell
2024
Q1
$4.26M Buy
2023
Q4
$1.85M Sell
2023
Q3
$4.16M Buy
2023
Q2
$3.66M Buy
2021
Q4
Sell
2021
Q3
$2.27M Buy
2020
Q2
Sell
2020
Q1
$336K Buy
2019
Q2
Sell
2019
Q1
$484K Buy
2017
Q3
Sell
2017
Q2
$245K Buy
2016
Q4
Sell
2016
Q3
$621K Buy