Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$4.5M Buy
2023
Q3
Sell
2023
Q2
$1M Buy
2022
Q4
Sell
2022
Q3
$2.78M Buy
2022
Q1
Sell
2021
Q4
$2.48M Buy
2020
Q3
Sell
2020
Q2
$4.61M Buy
2019
Q4
Sell
2019
Q3
$958K Buy
2019
Q2
Sell
2019
Q1
$837K Buy
2018
Q4
$704K Buy
2018
Q2
Sell
2018
Q1
$518K Buy