Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.35M Sell
2025
Q1
$4.2M Buy
2024
Q2
Sell
2024
Q1
$2.63M Buy
2023
Q4
$2.32M Buy
2023
Q2
Sell
2023
Q1
$662K Buy
2022
Q3
Sell
2022
Q2
$236K Buy
2020
Q3
Sell
2020
Q2
$1.18M Buy
2020
Q1
$351K Buy
2019
Q3
Sell
2019
Q2
$285K Sell
2019
Q1
$369K Buy