Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.23M Buy
2021
Q4
Sell
2021
Q3
$4.52M Hold
2021
Q2
$5.29M Hold
2021
Q1
$6.01M Buy
2020
Q4
$5.85M Buy
2020
Q3
$3.78M Hold
2020
Q2
$3.17M Buy
2020
Q1
$1.11M Buy
2019
Q4
$1.47M Sell
2019
Q3
$1.72M Sell
2019
Q2
$1.86M Hold
2019
Q1
$2.1M Sell
2018
Q4
$1.61M Buy
2018
Q3
$2.02M Buy
2018
Q2
$1.55M Buy
2018
Q1
$1.39M Buy
2017
Q4
$583K Buy