Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.6M Sell
2025
Q2
$12M Buy
2025
Q1
$2.96M Hold
2024
Q4
$2.45M Buy
2024
Q3
$3.01M Buy
2022
Q1
Sell
2021
Q4
$1.42M Buy
2021
Q3
$1.29M Buy
2021
Q2
$551K Sell
2021
Q1
$2.45M Buy
2020
Q4
$222K Sell
2020
Q3
$868K Buy
2020
Q2
Sell
2020
Q1
$1.32M Buy
2019
Q4
Sell
2019
Q3
$1.27M Buy