Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$743K Sell
2024
Q3
$1.95M Buy
2024
Q2
$667K Buy
2024
Q1
$349K Buy
2023
Q4
Sell
2023
Q3
$313K Buy
2022
Q2
Sell
2022
Q1
$2.71M Buy
2020
Q4
Sell
2020
Q3
$588K Sell
2020
Q2
$1.19M Buy
2019
Q4
Sell
2019
Q3
$631K Buy
2016
Q1
Sell
2015
Q4
$171K Buy