Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.68M Buy
2024
Q4
Sell
2024
Q3
$669K Buy
2024
Q2
$441K Buy
2024
Q1
$278K Buy
2023
Q3
Sell
2023
Q2
$205K Buy
2022
Q1
Sell
2021
Q4
$219K Sell
2021
Q3
$253K Buy
2021
Q2
$266K Sell
2021
Q1
$278K Buy
2018
Q1
Sell
2017
Q4
$42K Buy