Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$527K Sell
2025
Q1
$532K Buy
2024
Q4
$600K Hold
2024
Q3
$617K Sell
2024
Q2
$764K Sell
2024
Q1
$5.3M Sell
2023
Q4
$8.17M Sell
2023
Q3
$7.36M Buy
2023
Q2
$3.57M Buy
2022
Q2
Sell
2022
Q1
$965K Buy
2021
Q4
$504K Buy
2021
Q1
Sell
2020
Q4
$315K Buy
2019
Q2
Sell
2019
Q1
$329K Buy