Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.21M Buy
2023
Q2
Sell
2023
Q1
$387K Sell
2022
Q4
$939K Sell
2022
Q3
$1.14M Buy
2022
Q2
$797K Buy
2022
Q1
$567K Buy
2021
Q4
$428K Buy
2021
Q3
Sell
2021
Q2
$516K Buy
2021
Q1
$211K Sell
2020
Q4
$404K Sell
2020
Q3
$1.79M Sell
2020
Q2
$3.16M Buy
2019
Q4
Sell
2019
Q3
$7.71M Buy
2019
Q2
$1.01M Buy