Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.9M Buy
2024
Q4
$262K Sell
2024
Q3
$367K Sell
2024
Q2
$593K Sell
2024
Q1
$2.07M Buy
2023
Q4
$246K Buy
2023
Q2
Sell
2023
Q1
$1.51M Buy
2022
Q4
$1.14M Buy
2022
Q3
$666K Sell
2022
Q2
$1.26M Buy
2022
Q1
$937K Buy
2021
Q4
$760K Buy
2021
Q3
$731K Sell
2021
Q2
$890K Buy
2021
Q1
$485K Buy
2020
Q4
$241K Buy