Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$2.13M Buy
2023
Q3
Sell
2023
Q2
$211K Sell
2023
Q1
$425K Sell
2022
Q4
$397K Buy
2022
Q3
Sell
2022
Q2
$290K Buy
2021
Q2
Sell
2021
Q1
$297K Buy
2020
Q4
$219K Buy
2018
Q2
Sell
2018
Q1
$1.17M Buy
2017
Q4
$445K Sell
2017
Q3
$601K Buy
2017
Q2
$506K Buy