Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.32M Buy
2025
Q1
$1.35M Sell
2024
Q4
$1.3M Buy
2024
Q3
$736K Sell
2024
Q2
$594K Buy
2024
Q1
$463K Sell
2023
Q4
$458K Buy
2020
Q1
Sell
2019
Q4
$258K Buy
2019
Q3
Sell
2019
Q2
$201K Buy
2018
Q4
Sell
2018
Q3
$202K Hold
2018
Q2
$185K Sell
2018
Q1
$199K Sell
2017
Q4
$261K Buy
2017
Q3
$239K Buy