Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.36M Buy
2024
Q4
Sell
2024
Q3
$881K Sell
2024
Q2
$900K Sell
2024
Q1
$917K Buy
2023
Q2
Sell
2023
Q1
$232K Buy
2022
Q2
Sell
2022
Q1
$213K Buy
2021
Q4
Sell
2021
Q3
$256K Sell
2021
Q2
$448K Buy
2017
Q4
Sell
2017
Q3
$287K Buy