Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.35M Buy
2025
Q1
$617K Buy
2024
Q4
Sell
2024
Q3
$254K Buy
2023
Q4
Sell
2023
Q3
$838K Buy
2022
Q4
Sell
2022
Q3
$795K Buy
2022
Q1
Sell
2021
Q4
$306K Buy
2019
Q2
Sell
2019
Q1
$331K Buy
2018
Q4
$255K Buy
2018
Q3
Sell
2018
Q2
$447K Buy
2018
Q1
Sell
2017
Q4
$572K Buy