Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.86M Buy
2024
Q2
Sell
2024
Q1
$1.41M Buy
2023
Q3
Sell
2023
Q2
$3.99M Buy
2022
Q2
Sell
2022
Q1
$362K Buy
2021
Q4
$226K Buy
2021
Q3
Sell
2021
Q2
$408K Sell
2021
Q1
$871K Buy
2020
Q4
Sell
2020
Q3
$535K Buy
2018
Q3
Sell
2018
Q2
$256K Sell
2018
Q1
$1.53M Buy
2017
Q4
$453K Sell
2017
Q3
$1.67M Buy