Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$463K Buy
2024
Q4
Sell
2024
Q3
$1.91M Buy
2024
Q2
$1.03M Sell
2024
Q1
$2.02M Buy
2023
Q4
Sell
2023
Q3
$654K Sell
2023
Q2
$3.15M Buy
2022
Q4
Sell
2022
Q3
$732K Buy
2022
Q2
$224K Buy
2022
Q1
Sell
2021
Q4
$593K Buy
2021
Q1
Sell
2020
Q4
$928K Buy
2020
Q2
Sell
2020
Q1
$260K Buy