Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.14M Buy
2025
Q1
$909K Sell
2024
Q4
$1.52M Buy
2024
Q2
Sell
2024
Q1
$1.68M Buy
2023
Q4
$772K Buy
2023
Q3
Sell
2023
Q2
$1.5M Buy
2020
Q3
Sell
2020
Q2
$3.75M Sell
2020
Q1
$2.1M Buy
2019
Q3
Sell
2019
Q2
$403K Buy
2019
Q1
$414K Sell
2018
Q4
$640K Buy
2018
Q3
$792K Sell
2018
Q2
$738K Sell
2018
Q1
$928K Buy