Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2M Sell
2025
Q1
$1.86M Buy
2024
Q4
$904K Buy
2024
Q3
$490K Sell
2024
Q2
$559K Sell
2024
Q1
$727K Sell
2023
Q4
$814K Buy
2023
Q3
$756K Buy
2023
Q2
$749K Buy
2019
Q4
Sell
2019
Q3
$4.76M Sell
2019
Q2
$6M Sell
2019
Q1
$6.11M Buy
2018
Q4
$5.07M Sell
2018
Q3
$6.06M Sell
2018
Q2
$6.01M Sell
2018
Q1
$5.43M Buy
2017
Q4
$4.88M Sell
2017
Q3
$5.07M Sell
2017
Q2
$6.14M Buy