Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$324K Sell
2025
Q2
$373K Buy
2024
Q3
Sell
2024
Q2
$500K Buy
2023
Q4
Sell
2023
Q3
$1.66M Sell
2023
Q2
$2.64M Buy
2023
Q1
$1.9M Buy
2022
Q4
$918K Buy
2020
Q4
Sell
2020
Q3
$6.18M Buy
2016
Q3
Sell
2016
Q2
$8.24M Sell
2016
Q1
$8.84M Buy
2015
Q4
$6.42M Buy
2015
Q3
$3.77M Buy