Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.51M Buy
2025
Q1
$1.25M Buy
2024
Q4
$1.06M Sell
2024
Q3
$975K Sell
2024
Q2
$1.35M Buy
2024
Q1
$1.16M Buy
2023
Q4
$1.08M Buy
2023
Q3
$1.04M Sell
2023
Q2
$1.05M Buy
2023
Q1
$886K Buy
2022
Q4
$719K Buy
2022
Q3
$508K Buy
2018
Q4
Sell
2018
Q3
$208K Sell
2018
Q2
$230K Sell
2018
Q1
$241K Buy
2017
Q4
$252K Hold
2017
Q3
$241K Hold
2017
Q2
$227K Buy