Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$942K Buy
2025
Q1
$750K Buy
2024
Q4
$754K Sell
2024
Q3
$966K Buy
2024
Q2
$1.03M Sell
2024
Q1
$1.1M Buy
2023
Q3
$981K Sell
2023
Q2
$1.37M Sell
2023
Q1
$1.3M Sell
2022
Q4
$1.16M Buy
2022
Q3
$494K Buy
2022
Q2
$474K Sell
2022
Q1
$688K Buy
2016
Q2
Sell
2016
Q1
$203K Buy
2015
Q4
Sell
2015
Q3
$222K Buy