Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$894K Sell
2025
Q1
$960K Buy
2024
Q4
$790K Buy
2024
Q3
$648K Sell
2024
Q2
$719K Buy
2024
Q1
$567K Sell
2023
Q4
$585K Buy
2023
Q3
$310K Buy
2023
Q2
$297K Buy
2020
Q2
Sell
2020
Q1
$252K Buy
2018
Q3
Sell
2018
Q2
$204K Sell
2018
Q1
$221K Sell
2017
Q4
$268K Buy
2017
Q3
$244K Buy
2017
Q1
Sell
2016
Q4
$204K Buy