Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$240K Sell
2025
Q1
$1.78M Buy
2024
Q4
$2.07M Buy
2023
Q1
Sell
2022
Q4
$748K Buy
2022
Q3
$588K Sell
2022
Q2
$771K Sell
2022
Q1
$2.59M Buy
2021
Q4
$2.14M Sell
2021
Q3
$3.05M Buy
2021
Q2
$2.79M Buy
2021
Q1
$1.4M Sell
2020
Q4
$1.84M Buy