Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$834K Buy
2025
Q1
$507K Sell
2024
Q4
$1.17M Sell
2024
Q3
$952K Buy
2024
Q2
$688K Buy
2024
Q1
$337K Sell
2023
Q4
$891K Buy
2023
Q3
$440K Buy
2023
Q2
Sell
2023
Q1
$1.22M Buy
2020
Q1
Sell
2019
Q4
$364K Buy
2019
Q2
Sell
2019
Q1
$382K Buy
2017
Q2
Sell
2017
Q1
$433K Buy
2016
Q4
$199K Buy