Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.29M Buy
2025
Q1
$277K Sell
2024
Q4
$1.14M Sell
2024
Q3
$1.69M Sell
2024
Q2
$1.88M Buy
2024
Q1
$867K Buy
2023
Q4
$713K Sell
2023
Q3
$892K Sell
2023
Q2
$957K Buy
2022
Q3
Sell
2022
Q2
$351K Buy
2021
Q4
Sell
2021
Q3
$602K Sell
2021
Q2
$571K Buy
2020
Q2
Sell
2020
Q1
$289K Buy
2018
Q1
Sell
2017
Q4
$538K Buy