Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.06M Buy
2023
Q2
Sell
2023
Q1
$384K Buy
2022
Q3
Sell
2022
Q2
$786K Buy
2022
Q1
$475K Buy
2020
Q3
Sell
2020
Q2
$2M Sell
2020
Q1
$7.62M Sell
2019
Q4
$11.9M Buy
2019
Q3
$8.83M Buy
2019
Q1
Sell
2018
Q4
$235K Sell
2018
Q3
$559K Buy
2018
Q2
$299K Buy