Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.99M Buy
2024
Q4
$1.26M Buy
2024
Q3
$889K Buy
2024
Q2
$673K Buy
2024
Q1
$726K Sell
2023
Q4
$750K Sell
2023
Q3
$731K Buy
2019
Q3
Sell
2019
Q2
$101K Buy
2019
Q1
$103K Buy
2018
Q4
Sell
2018
Q3
$65K Sell
2018
Q2
$60K Buy
2018
Q1
$67K Buy