Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$726K Sell
2024
Q4
$1.26M Buy
2024
Q3
$1.1M Buy
2024
Q2
$1.37M Buy
2024
Q1
$683K Buy
2023
Q4
$431K Sell
2023
Q3
$828K Sell
2023
Q2
$972K Sell
2023
Q1
$1.04M Sell
2022
Q4
$1.21M Buy
2022
Q3
$1.12M Hold
2022
Q2
$1.22M Sell
2022
Q1
$1.57M Sell
2021
Q4
$2.86M Buy
2021
Q3
$3.2M Buy
2021
Q2
$2.54M Buy
2021
Q1
$1.93M Sell
2020
Q4
$6.83M Buy
2019
Q3
$840K Sell
2019
Q2
$1.71M Buy