Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$875K Sell
2025
Q1
$1.27M Sell
2024
Q4
$1.97M Buy
2024
Q3
$1.96M Buy
2024
Q2
$1.84M Sell
2024
Q1
$1.88M Sell
2023
Q4
$1.49M Sell
2023
Q3
$1.57M Sell
2023
Q2
$1.49M Sell
2023
Q1
$1.54M Sell
2022
Q4
$1.63M Buy
2022
Q3
$1.38M Sell
2022
Q2
$1.31M Sell
2022
Q1
$1.69M Buy
2021
Q4
$1.36M Buy
2021
Q3
$753K Sell
2021
Q2
$870K Buy
2021
Q1
$321K Sell
2020
Q4
$308K Buy
2014
Q4
Sell
2014
Q3
$506K Buy