Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.05M Buy
2025
Q1
$443K Sell
2024
Q4
$1.86M Buy
2024
Q3
$781K Sell
2024
Q2
$1.06M Buy
2024
Q1
$584K Buy
2023
Q4
$370K Sell
2023
Q3
$1.24M Buy
2023
Q2
$331K Buy
2021
Q3
Sell
2021
Q2
$487K Buy
2020
Q2
Sell
2020
Q1
$829K Buy
2018
Q1
Sell
2017
Q4
$2.65M Buy