Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.5M Sell
2025
Q1
$1.53M Buy
2024
Q4
$1.2M Sell
2024
Q3
$1.34M Sell
2024
Q2
$1.82M Buy
2024
Q1
$1.87M Buy
2023
Q2
Sell
2023
Q1
$343K Sell
2022
Q4
$1.14M Sell
2022
Q3
$1.58M Buy
2022
Q2
$889K Sell
2022
Q1
$2.18M Buy
2021
Q4
$2.6M Sell
2021
Q3
$2.58M Sell
2021
Q2
$2.58M Buy
2021
Q1
$1.3M Buy
2020
Q4
$728K Buy