Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.5M Sell
2024
Q4
$1.68M Buy
2024
Q3
$640K Buy
2024
Q2
$520K Buy
2024
Q1
$440K Buy
2023
Q4
$376K Buy
2023
Q3
$331K Buy
2023
Q2
$298K Buy
2018
Q4
Sell
2018
Q3
$9K Buy
2018
Q1
Sell
2017
Q4
$21K Buy