Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$9.1M Sell
2025
Q1
$9.93M Buy
2024
Q4
Sell
2024
Q3
$1.36M Buy
2023
Q2
Sell
2023
Q1
$7.1M Buy
2022
Q3
Sell
2022
Q2
$1.17M Buy
2022
Q1
Sell
2021
Q4
$1.29M Buy
2021
Q2
Sell
2021
Q1
$1.11M Buy
2020
Q3
Sell
2020
Q2
$390K Buy
2020
Q1
$334K Sell
2019
Q4
$8.63M Buy
2015
Q4
Sell
2015
Q3
$288K Buy