Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.12M Sell
2025
Q1
$1.12M Sell
2024
Q4
$1.87M Buy
2024
Q3
$1.54M Buy
2024
Q2
$1.32M Buy
2024
Q1
$1.83M Buy
2023
Q4
$345K Buy
2023
Q3
$345K Sell
2023
Q2
$613K Sell
2023
Q1
$582K Sell
2022
Q4
$753K Sell
2022
Q3
$807K Sell
2022
Q2
$715K Sell
2022
Q1
$920K Sell
2021
Q4
$1.29M Buy
2021
Q3
$1.51M Buy
2021
Q1
$1.12M Sell
2020
Q4
$3.15M Buy
2020
Q3
$1.84M Buy
2020
Q2
$1.81M Buy
2020
Q1
$316K Buy