Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.17M Sell
2025
Q2
$1.69M Buy
2025
Q1
$952K Buy
2024
Q4
Sell
2024
Q3
$217K Buy
2022
Q1
Sell
2021
Q4
$247K Sell
2021
Q3
$272K Sell
2021
Q2
$279K Sell
2021
Q1
$253K Sell
2020
Q4
$220K Sell
2020
Q3
$471K Buy
2020
Q1
Sell
2019
Q4
$205K Sell
2019
Q3
$279K Buy
2019
Q2
$218K Buy