Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.2M Buy
2025
Q1
$503K Buy
2024
Q4
$323K Buy
2023
Q3
Sell
2023
Q2
$641K Buy
2023
Q1
$458K Buy
2022
Q3
Sell
2022
Q2
$1.45M Buy
2022
Q1
$601K Buy
2021
Q2
Sell
2021
Q1
$291K Buy
2019
Q4
Sell
2019
Q3
$203K Buy
2018
Q1
Sell
2017
Q4
$213K Buy