Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.87M Buy
2023
Q3
Sell
2023
Q2
$487K Sell
2023
Q1
$1.56M Buy
2022
Q4
Sell
2022
Q3
$362K Buy
2022
Q2
$254K Buy
2021
Q3
Sell
2021
Q2
$533K Buy
2021
Q1
$266K Buy
2019
Q2
Sell
2019
Q1
$17.4M Buy
2018
Q4
$13.6M Buy
2018
Q3
$9.48M Buy
2018
Q2
$4.69M Buy
2018
Q1
$3.12M Buy
2017
Q4
$3.41M Sell
2017
Q3
$4.14M Sell
2017
Q2
$5.04M Buy