Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$831K Sell
2025
Q1
$1.11M Sell
2024
Q4
$4.06M Buy
2024
Q3
$3.67M Buy
2024
Q2
$642K Sell
2024
Q1
$727K Sell
2023
Q4
$1.52M Buy
2023
Q3
$1.29M Buy
2023
Q2
$341K Sell
2023
Q1
$566K Buy
2022
Q4
$73.3K Buy
2022
Q3
$244K Sell
2022
Q2
$203K Buy
2017
Q3
Sell
2017
Q2
$55K Buy