Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$646K Buy
2024
Q1
Sell
2023
Q4
$685K Buy
2023
Q3
$320K Sell
2023
Q2
$1.1M Buy
2023
Q1
Sell
2022
Q4
$846K Sell
2022
Q3
$1.05M Buy
2022
Q2
$799K Buy
2021
Q1
Sell
2020
Q4
$1.05M Buy
2020
Q3
$434K Sell
2020
Q2
$1.19M Buy
2014
Q4
Sell
2014
Q3
$255K Buy