Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.59M Sell
2024
Q4
$8.62M Buy
2023
Q2
Sell
2023
Q1
$1.27M Buy
2022
Q3
Sell
2022
Q2
$78K Buy
2021
Q2
Sell
2021
Q1
$507K Buy
2020
Q3
Sell
2020
Q2
$455K Buy
2019
Q4
Sell
2019
Q3
$818K Buy
2019
Q1
Sell
2018
Q4
$518K Buy
2018
Q3
$244K Buy