Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.02M Sell
2025
Q1
$3.93M Sell
2024
Q4
$3.91M Sell
2024
Q3
$3.55M Sell
2024
Q2
$3.18M Sell
2024
Q1
$3.37M Buy
2023
Q4
$2.62M Buy
2023
Q3
$262K Sell
2023
Q2
$284K Buy
2023
Q1
$243K Sell
2022
Q4
$245K Buy
2021
Q2
Sell
2021
Q1
$525K Buy
2020
Q4
$430K Sell
2020
Q3
$386K Buy
2018
Q4
Sell
2018
Q3
$23K Hold
2018
Q2
$20K Buy
2018
Q1
$18K Sell
2017
Q4
$661K Buy