Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.78M Buy
2025
Q1
$440K Buy
2024
Q3
Sell
2024
Q2
$514K Sell
2024
Q1
$612K Buy
2023
Q2
Sell
2023
Q1
$2.05M Sell
2022
Q4
$2.56M Buy
2022
Q3
$989K Sell
2022
Q2
$1.73M Buy
2022
Q1
$710K Buy
2021
Q4
$471K Buy
2021
Q3
$374K Sell
2021
Q2
$435K Sell
2021
Q1
$606K Buy
2020
Q4
$386K Buy