Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$891K Buy
2025
Q1
$819K Buy
2024
Q4
$628K Buy
2023
Q3
Sell
2023
Q2
$124K Buy
2022
Q3
Sell
2022
Q2
$416K Sell
2022
Q1
$583K Buy
2021
Q4
$598K Buy
2021
Q3
$527K Buy
2021
Q2
$660K Buy
2021
Q1
$445K Buy
2020
Q4
$199K Buy
2020
Q3
$92K Buy
2018
Q4
Sell
2018
Q3
$692K Sell
2018
Q2
$638K Sell
2018
Q1
$643K Buy