Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.67M Buy
2025
Q1
Sell
2024
Q4
$2.28M Buy
2024
Q1
Sell
2023
Q4
$2.3M Buy
2023
Q2
Sell
2023
Q1
$218K Buy
2020
Q1
Sell
2019
Q4
$631K Buy
2019
Q3
$216K Sell
2019
Q2
$414K Buy
2019
Q1
$273K Sell
2018
Q4
$220K Buy