Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.01M Sell
2025
Q1
$1M Buy
2024
Q1
Sell
2023
Q4
$2.15M Buy
2023
Q3
Sell
2023
Q2
$1.55M Sell
2023
Q1
$1.55M Buy
2021
Q4
Sell
2021
Q3
$202K Buy
2021
Q1
Sell
2020
Q4
$731K Buy
2020
Q1
Sell
2019
Q4
$1.6M Buy
2018
Q2
Sell
2018
Q1
$999K Buy
2017
Q4
$796K Buy