Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.1M Sell
2025
Q1
$990K Buy
2024
Q4
$484K Buy
2024
Q3
$525K Sell
2024
Q2
$754K Buy
2024
Q1
Sell
2023
Q4
$279K Sell
2023
Q3
$565K Buy
2021
Q4
Sell
2021
Q3
$224K Buy
2018
Q1
Sell
2017
Q4
$232K Buy
2015
Q3
Sell
2015
Q2
$1.26M Buy