Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.14M Buy
2024
Q4
Sell
2024
Q3
$229K Buy
2024
Q2
Sell
2024
Q1
$579K Sell
2023
Q4
$1.73M Buy
2023
Q3
$331K Sell
2023
Q2
$1.29M Buy
2022
Q4
Sell
2022
Q3
$329K Buy
2021
Q4
Sell
2021
Q3
$322K Buy
2020
Q4
Sell
2020
Q3
$523K Buy
2020
Q1
Sell
2019
Q4
$822K Buy