Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.16M Buy
2025
Q1
$595K Buy
2024
Q4
$584K Sell
2024
Q3
$847K Sell
2024
Q2
$809K Buy
2022
Q2
Sell
2022
Q1
$230K Buy
2021
Q4
Sell
2021
Q3
$27K Sell
2021
Q2
$54K Buy
2021
Q1
$48K Buy
2020
Q4
$13K Buy
2020
Q2
Sell
2020
Q1
$8.14K Buy
2019
Q4
$11.2K Buy