Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$2.23M Buy
2024
Q1
Sell
2023
Q4
$449K Sell
2023
Q3
$1.63M Buy
2023
Q2
$369K Sell
2023
Q1
$623K Buy
2022
Q4
$297K Sell
2022
Q3
$617K Buy
2022
Q2
$576K Buy
2022
Q1
$582K Buy
2021
Q4
$338K Sell
2021
Q3
$243K Sell
2021
Q2
$553K Buy
2018
Q3
Sell
2018
Q2
$416K Buy
2018
Q1
$204K Sell
2017
Q4
$532K Buy
2017
Q3
$205K Buy