Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5M Sell
2025
Q1
$5.93M Sell
2024
Q4
$7.05M Buy
2024
Q3
$3.85M Buy
2024
Q2
Sell
2024
Q1
$586K Buy
2022
Q4
Sell
2022
Q3
$208K Buy
2020
Q1
Sell
2019
Q4
$434K Sell
2019
Q3
$508K Buy
2019
Q2
$278K Buy