Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.36M Buy
2021
Q1
Sell
2020
Q4
$794K Sell
2020
Q3
$784K Buy
2019
Q3
Sell
2019
Q2
$462K Buy
2018
Q1
Sell
2017
Q4
$848K Buy
2016
Q3
Sell
2016
Q2
$359K Buy