Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.69M Sell
2025
Q1
$3.32M Buy
2024
Q4
$4.08M Buy
2024
Q3
$3.25M Buy
2024
Q2
$1.22M Buy
2024
Q1
$885K Sell
2023
Q4
$770K Buy
2023
Q3
$570K Buy
2023
Q2
$512K Sell
2023
Q1
$359K Buy
2022
Q1
Sell
2021
Q4
$204K Buy
2019
Q1
Sell
2018
Q4
$381K Buy
2018
Q3
$364K Sell
2018
Q2
$383K Sell
2018
Q1
$380K Hold
2017
Q4
$317K Hold
2017
Q3
$293K Buy