Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.7M Buy
2025
Q1
$409K Buy
2024
Q3
Sell
2024
Q2
$508K Buy
2023
Q2
Sell
2023
Q1
$1.2M Sell
2022
Q4
$1.26M Buy
2021
Q4
Sell
2021
Q3
$707K Sell
2021
Q2
$1.6M Sell
2021
Q1
$1.73M Sell
2020
Q4
$2.61M Buy
2020
Q3
$1.23M Buy
2020
Q2
$922K Sell
2020
Q1
$795K Buy
2016
Q4
Sell
2016
Q3
$1.3M Buy