Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$3.36M Sell
2024
Q4
$3.24M Sell
2024
Q3
$4.89M Buy
2024
Q2
$2.73M Buy
2023
Q3
Sell
2023
Q2
$522K Buy
2023
Q1
$460K Buy
2022
Q4
$107K Sell
2022
Q3
$663K Buy
2022
Q2
Sell
2022
Q1
$719K Buy
2018
Q3
Sell
2018
Q2
$4.16M Buy
2018
Q1
$3.58M Sell
2017
Q4
$4.38M Buy
2015
Q4
Sell
2015
Q3
$527K Buy