Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.85M Buy
2024
Q4
Sell
2024
Q3
$552K Sell
2024
Q2
$754K Sell
2024
Q1
$1.28M Buy
2023
Q2
Sell
2023
Q1
$407K Buy
2022
Q2
Sell
2022
Q1
$468K Sell
2021
Q4
$1.61M Buy
2021
Q3
$1M Buy
2020
Q3
Sell
2020
Q2
$1.24M Buy
2017
Q4
Sell
2017
Q3
$2.19M Buy