Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$837K Sell
2025
Q1
$808K Sell
2024
Q4
$755K Sell
2024
Q3
$1.35M Sell
2024
Q2
$1.38M Buy
2024
Q1
$1.05M Sell
2023
Q4
$1.32M Buy
2023
Q3
$853K Buy
2019
Q2
Sell
2019
Q1
$227K Sell
2018
Q4
$217K Buy