Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.78M Buy
2023
Q4
Sell
2023
Q3
$1.55M Sell
2023
Q2
$2.23M Buy
2022
Q3
Sell
2022
Q2
$288K Buy
2021
Q3
Sell
2021
Q2
$1.17M Buy
2021
Q1
$332K Buy
2019
Q4
Sell
2019
Q3
$306K Buy
2017
Q4
Sell
2017
Q3
$298K Buy
2016
Q3
Sell
2016
Q2
$232K Sell
2016
Q1
$245K Buy