Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$743K Buy
2025
Q1
$625K Buy
2024
Q4
$694K Buy
2024
Q3
$699K Sell
2024
Q2
$715K Sell
2024
Q1
$921K Sell
2023
Q4
$953K Sell
2023
Q3
$985K Sell
2023
Q2
$1.06M Sell
2023
Q1
$1.03M Sell
2022
Q4
$1.14M Sell
2022
Q3
$1.05M Buy
2022
Q2
$1.07M Buy
2022
Q1
$1.1M Sell
2021
Q4
$1.07M Buy
2021
Q3
$1.14M Sell
2021
Q2
$1.19M Buy
2018
Q1
Sell
2017
Q4
$227K Buy
2017
Q3
$205K Sell
2017
Q2
$208K Buy