Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$666K Sell
2025
Q1
$2.59M Buy
2024
Q4
$1.61M Sell
2024
Q3
$2.66M Sell
2024
Q2
$2.75M Buy
2024
Q1
$1.74M Buy
2023
Q4
$374K Sell
2023
Q3
$413K Buy
2020
Q2
Sell
2020
Q1
$65K Buy
2019
Q4
$125K Sell
2019
Q3
$202K Buy
2018
Q3
Sell
2018
Q2
$353K Buy