Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.32M Buy
2024
Q4
Sell
2024
Q3
$2.29M Buy
2024
Q2
Sell
2024
Q1
$848K Sell
2023
Q4
$1.4M Buy
2022
Q2
$1.54M Buy
2021
Q3
Sell
2021
Q2
$3.09M Buy
2021
Q1
$234K Buy
2020
Q4
Sell
2020
Q3
$587K Sell
2020
Q2
$749K Buy
2020
Q1
Sell
2019
Q4
$380K Buy
2019
Q3
$303K Buy
2018
Q1
Sell
2017
Q4
$694K Buy