Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.48M Sell
2024
Q4
$2.19M Buy
2024
Q3
$1.79M Buy
2023
Q3
Sell
2023
Q2
$674K Buy
2021
Q2
Sell
2021
Q1
$1.19M Buy
2020
Q4
$955K Sell
2020
Q3
$811K Buy
2020
Q2
$505K Sell
2020
Q1
$473K Sell
2019
Q4
$697K Buy
2019
Q3
$535K Buy
2019
Q2
$431K Buy
2019
Q1
$430K Sell
2018
Q4
$413K Buy
2018
Q3
$265K Buy