Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$835K Sell
2025
Q1
$1.29M Buy
2024
Q3
Sell
2024
Q2
$486K Buy
2023
Q2
Sell
2023
Q1
$2.57M Buy
2022
Q4
$1.52M Buy
2022
Q1
Sell
2021
Q4
$662K Buy
2020
Q1
Sell
2019
Q4
$613K Sell
2019
Q3
$2.82M Buy
2019
Q2
$2.46M Buy
2019
Q1
$1.16M Buy
2018
Q4
$702K Buy
2018
Q1
Sell
2017
Q4
$2.23M Buy
2017
Q3
$343K Buy