Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.24M Buy
2024
Q3
Sell
2024
Q2
$555K Buy
2023
Q3
Sell
2023
Q2
$243K Sell
2023
Q1
$620K Buy
2022
Q4
Sell
2022
Q3
$504K Buy
2022
Q2
$322K Buy
2020
Q1
Sell
2019
Q4
$210K Buy
2018
Q2
Sell
2018
Q1
$553K Buy
2016
Q1
Sell
2015
Q4
$246K Buy