Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.08M Buy
2024
Q4
$703K Buy
2024
Q3
$241K Sell
2024
Q2
$1.13M Buy
2024
Q1
$611K Sell
2023
Q4
$785K Buy
2023
Q3
$708K Buy
2021
Q1
Sell
2020
Q4
$500K Buy
2017
Q1
Sell
2016
Q4
$275K Buy