Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$579K Sell
2025
Q1
$719K Buy
2024
Q4
$834K Buy
2024
Q3
$810K Buy
2024
Q2
$648K Sell
2024
Q1
$629K Buy
2023
Q4
$657K Buy
2023
Q3
$540K Buy
2023
Q2
$549K Sell
2023
Q1
$531K Sell
2022
Q4
$544K Buy
2019
Q2
Sell
2019
Q1
$180K Buy
2018
Q1
Sell
2017
Q4
$1.23M Buy
2017
Q3
Sell
2017
Q2
$374K Sell
2017
Q1
$653K Buy