Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.71M Buy
2025
Q1
Sell
2024
Q4
$754K Buy
2024
Q3
Sell
2024
Q2
$558K Sell
2024
Q1
$1.37M Buy
2023
Q4
Sell
2023
Q3
$940K Buy
2022
Q4
Sell
2022
Q3
$568K Buy
2022
Q2
$382K Buy
2018
Q1
Sell
2017
Q4
$470K Buy
2017
Q1
Hold
2016
Q4
Hold