Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$714K Sell
2025
Q1
$2.4M Buy
2024
Q4
Sell
2024
Q3
$2.94M Buy
2024
Q2
$2.04M Sell
2024
Q1
$2.73M Buy
2023
Q4
$673K Buy
2023
Q2
Sell
2023
Q1
$1.24M Buy
2022
Q4
Sell
2022
Q3
$1.14M Buy
2021
Q4
Sell
2021
Q3
$444K Buy
2021
Q2
$322K Buy
2020
Q1
Sell
2019
Q4
$220K Buy