Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.07M Buy
2024
Q4
$692K Buy
2023
Q2
Sell
2023
Q1
$851K Buy
2022
Q4
$586K Buy
2021
Q1
Sell
2020
Q4
$1.22M Buy
2017
Q1
Sell
2016
Q4
$986K Buy