Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.32M Sell
2025
Q1
$4.44M Buy
2024
Q4
Sell
2024
Q3
$724K Buy
2024
Q2
$340K Buy
2023
Q1
Sell
2022
Q4
$1.83M Buy
2022
Q3
$1.07M Sell
2022
Q2
$1.44M Buy
2022
Q1
$973K Buy
2021
Q4
$522K Buy
2019
Q1
Sell
2018
Q4
$1.89M Buy
2018
Q3
Sell
2018
Q2
$349K Sell
2018
Q1
$558K Buy