Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.87M Sell
2025
Q1
$2.06M Buy
2024
Q4
$1.62M Buy
2024
Q3
$1.45M Buy
2023
Q2
$720K Sell
2023
Q1
$686K Sell
2022
Q4
$730K Sell
2022
Q3
$639K Buy
2022
Q2
$699K Buy
2022
Q1
Sell
2021
Q4
$1.05M Sell
2021
Q3
$1.25M Sell
2021
Q2
$1.33M Sell
2021
Q1
$1.22M Buy
2020
Q4
$923K Buy