Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$467K Buy
2023
Q3
Sell
2023
Q2
$215K Buy
2022
Q4
Sell
2022
Q3
$263K Sell
2022
Q2
$562K Buy
2022
Q1
$254K Buy
2018
Q4
Sell
2018
Q3
$491K Sell
2018
Q2
$710K Sell
2018
Q1
$6.21M Buy
2017
Q4
$5.34M Buy
2017
Q3
$2.27M Buy