Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.2M Sell
2025
Q1
$1.55M Sell
2024
Q4
$1.64M Sell
2024
Q3
$1.59M Sell
2024
Q2
$1.55M Buy
2024
Q1
$1.43M Buy
2023
Q4
$1.1M Buy
2023
Q3
$851K Sell
2023
Q2
$950K Buy
2023
Q1
$518K Sell
2022
Q4
$557K Sell
2022
Q3
$1.24M Buy
2022
Q1
Sell
2021
Q4
$708K Sell
2021
Q3
$915K Buy
2021
Q2
$599K Sell
2021
Q1
$676K Buy
2015
Q3
Sell
2015
Q2
$203K Hold
2015
Q1
$215K Buy