Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$548K Sell
2025
Q1
$2M Sell
2024
Q4
$3.05M Buy
2024
Q3
$1.12M Sell
2024
Q2
$1.42M Sell
2024
Q1
$1.71M Sell
2023
Q4
$1.86M Sell
2023
Q3
$3.02M Sell
2023
Q2
$4.08M Sell
2023
Q1
$4.72M Sell
2022
Q4
$10.2M Buy
2022
Q3
$10.9M Buy
2022
Q2
$5.72M Buy
2022
Q1
$2.72M Buy
2021
Q4
$1.76M Buy
2021
Q3
$821K Sell
2021
Q2
$882K Hold
2021
Q1
$790K Sell
2020
Q4
$1.68M Buy
2020
Q3
$1.4M Buy
2020
Q2
$1.38M Buy
2017
Q3
Sell
2017
Q2
$860K Buy