Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.89M Sell
2024
Q4
$18.7M Buy
2024
Q3
Sell
2024
Q2
$909K Buy
2022
Q2
Sell
2022
Q1
$450K Sell
2021
Q4
$1.25M Sell
2021
Q3
$1.75M Buy
2021
Q1
Sell
2020
Q4
$504K Buy
2019
Q4
Sell
2019
Q3
$527K Buy
2019
Q2
Sell
2019
Q1
$284K Sell
2018
Q4
$337K Sell
2018
Q3
$13.8M Buy
2016
Q2
Sell
2016
Q1
$1.33M Buy