Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$843K Buy
2024
Q4
Sell
2024
Q3
$214K Buy
2024
Q1
Sell
2023
Q4
$1.19M Buy
2023
Q3
$224K Buy
2020
Q3
Sell
2020
Q2
$256K Buy
2020
Q1
Sell
2019
Q4
$600K Buy
2019
Q3
Sell
2019
Q2
$789K Buy
2019
Q1
Sell
2018
Q4
$487K Buy
2017
Q4
Sell
2017
Q3
$541K Buy