Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.59M Buy
2024
Q4
$1.65M Sell
2024
Q3
$2.76M Buy
2024
Q2
$733K Buy
2023
Q2
Sell
2023
Q1
$632K Buy
2022
Q4
$295K Buy
2020
Q4
Sell
2020
Q3
$1.35M Buy
2020
Q1
Sell
2019
Q4
$3.66M Sell
2019
Q3
$19.8M Buy
2018
Q1
Sell
2017
Q4
$1.58M Sell
2017
Q3
$10.7M Buy
2017
Q2
$3.14M Buy