Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.44M Sell
2025
Q1
$4.17M Sell
2024
Q4
$4.16M Sell
2024
Q3
$5.07M Buy
2024
Q2
$5.17M Buy
2024
Q1
$2.68M Sell
2023
Q4
$2.28M Buy
2023
Q3
$268K Buy
2023
Q2
$281K Buy
2023
Q1
$228K Buy
2018
Q3
Sell
2018
Q2
$377K Sell
2018
Q1
$443K Buy
2017
Q4
$412K Buy
2017
Q3
$415K Sell
2017
Q2
$373K Buy
2017
Q1
$388K Sell
2016
Q4
$326K Buy
2016
Q3
$284K Buy