Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.3M Buy
2025
Q1
$630K Buy
2024
Q4
$530K Sell
2024
Q3
$576K Buy
2024
Q2
$517K Buy
2024
Q1
$553K Buy
2023
Q4
$531K Sell
2023
Q3
$475K Buy
2023
Q2
$533K Buy
2014
Q3
Sell
2014
Q2
$269K Sell
2014
Q1
$289K Buy