Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.45M Buy
2025
Q1
$1.42M Buy
2024
Q4
$1.48M Buy
2024
Q1
Sell
2023
Q4
$243K Buy
2023
Q2
Sell
2023
Q1
$249K Buy
2022
Q4
Sell
2022
Q3
$253K Buy
2021
Q2
Sell
2021
Q1
$801K Sell
2020
Q4
$1.96M Buy
2020
Q3
$1.16M Buy
2020
Q2
Sell
2020
Q1
$769K Sell
2019
Q4
$3.33M Buy
2017
Q4
Sell
2017
Q3
$16.9M Sell
2017
Q2
$15.9M Buy