Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$758K Sell
2025
Q1
$1.11M Buy
2024
Q4
Sell
2024
Q3
$1.5M Sell
2024
Q2
$2.1M Buy
2024
Q1
Sell
2023
Q4
$425K Buy
2023
Q3
$57.8K Buy
2023
Q2
Sell
2023
Q1
$5.41M Buy
2022
Q4
$643K Buy
2022
Q3
$396K Sell
2022
Q2
$1.46M Buy
2022
Q1
$146K Buy
2019
Q4
Sell
2019
Q3
$210K Sell
2019
Q2
$2.69M Sell
2019
Q1
$4.01M Buy