Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.08M Sell
2025
Q1
$1.37M Sell
2024
Q4
$1.51M Sell
2024
Q3
$1.97M Sell
2024
Q2
$1.63M Buy
2024
Q1
$1.5M Buy
2023
Q4
$1.3M Buy
2023
Q3
$870K Buy
2023
Q2
$284K Buy
2022
Q2
Sell
2022
Q1
$263K Buy
2020
Q2
Sell
2020
Q1
$89K Buy
2019
Q4
$233K Buy
2019
Q3
$213K Buy
2019
Q2
$258K Buy
2019
Q1
$257K Buy
2018
Q4
$210K Buy