Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.72M Buy
2024
Q1
Sell
2023
Q4
$364K Sell
2023
Q3
$340K Sell
2023
Q2
$1.06M Sell
2023
Q1
$2.06M Sell
2022
Q4
$2.36M Buy
2022
Q3
$1.54M Buy
2021
Q4
Sell
2021
Q3
$892K Buy
2021
Q2
$796K Sell
2021
Q1
$833K Buy
2020
Q4
$626K Buy
2020
Q3
$112K Buy
2019
Q2
Sell
2019
Q1
$251K Buy
2018
Q4
$159K Buy