Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$537K Sell
2025
Q1
$1.3M Buy
2023
Q4
Sell
2023
Q3
$584K Buy
2023
Q2
$443K Sell
2023
Q1
$822K Buy
2022
Q4
$292K Buy
2022
Q3
Sell
2022
Q2
$603K Buy
2022
Q1
Sell
2021
Q4
$208K Buy
2018
Q3
Sell
2018
Q2
$542K Sell
2018
Q1
$643K Buy
2017
Q4
$378K Sell
2017
Q3
$456K Buy