Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.03M Sell
2025
Q1
$1.03M Buy
2024
Q4
$908K Buy
2024
Q3
$610K Buy
2024
Q2
$542K Sell
2024
Q1
$488K Buy
2023
Q4
$230K Sell
2023
Q3
$463K Buy
2023
Q1
Sell
2022
Q4
$278K Buy
2022
Q1
Sell
2021
Q4
$225K Buy
2017
Q3
Sell
2017
Q2
$773K Buy
2017
Q1
$316K Sell
2016
Q4
$319K Sell
2016
Q3
$398K Buy