Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.19M Buy
2024
Q4
$722K Sell
2024
Q3
$2.23M Sell
2024
Q2
$2.28M Buy
2024
Q1
$930K Sell
2023
Q4
$1.05M Sell
2023
Q3
$1.41M Buy
2023
Q2
$968K Buy
2021
Q2
Sell
2021
Q1
$220K Buy
2020
Q4
Hold
2020
Q3
Hold
2020
Q2
Sell
2020
Q1
$782K Buy
2018
Q1
Sell
2017
Q4
$2.62M Buy
2014
Q2
Sell
2014
Q1
$220K Buy