Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$824K Buy
2024
Q2
Sell
2024
Q1
$338K Buy
2023
Q4
Sell
2023
Q3
$1.06M Buy
2023
Q2
Sell
2023
Q1
$810K Buy
2022
Q1
Sell
2021
Q4
$246K Buy
2019
Q4
Sell
2019
Q3
$246K Sell
2019
Q2
$1.41M Buy
2018
Q4
Sell
2018
Q3
$2.77M Buy
2018
Q2
$363K Sell
2018
Q1
$1.13M Buy
2017
Q4
$608K Buy