Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$486K Buy
2024
Q4
Sell
2024
Q3
$1.74M Buy
2024
Q2
$661K Sell
2024
Q1
$1.11M Sell
2023
Q4
$1.43M Sell
2023
Q3
$2.05M Buy
2023
Q2
$1.96M Buy
2020
Q4
Sell
2020
Q3
$12.2M Sell
2020
Q2
$15.2M Buy
2020
Q1
$3.12M Buy
2015
Q4
Sell
2015
Q3
$2.71M Buy