Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$706K Sell
2025
Q1
$823K Buy
2024
Q4
$420K Buy
2024
Q3
$282K Sell
2024
Q2
$2.25M Buy
2022
Q3
Sell
2022
Q2
$1.55M Buy
2019
Q2
Sell
2019
Q1
$402K Sell
2018
Q4
$819K Buy