Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$637K Sell
2025
Q1
$700K Sell
2024
Q4
$1.7M Buy
2024
Q3
$1.08M Buy
2024
Q1
Sell
2023
Q4
$202K Sell
2023
Q3
$1.03M Buy
2023
Q2
$257K Buy
2022
Q3
Sell
2022
Q2
$619K Buy
2022
Q1
Sell
2021
Q4
$196K Buy
2021
Q3
$120K Buy
2020
Q1
Sell
2019
Q4
$203K Buy