Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.12M Sell
2025
Q1
$1.48M Buy
2024
Q3
$1.37M Buy
2024
Q2
$746K Sell
2024
Q1
$1.4M Buy
2023
Q4
$901K Sell
2023
Q3
$1.06M Sell
2023
Q2
$1.12M Sell
2023
Q1
$1.4M Buy
2022
Q4
$1.25M Sell
2022
Q3
$1.95M Buy
2022
Q2
$1.27M Sell
2022
Q1
$1.55M Sell
2021
Q4
$1.98M Buy
2021
Q3
$1.06M Sell
2021
Q2
$1.22M Sell
2021
Q1
$1.27M Sell
2020
Q4
$1.25M Buy
2020
Q3
$656K Buy
2020
Q2
$601K Sell
2020
Q1
$2.01M Hold
2019
Q4
$2.49M Buy