Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.54M Sell
2024
Q4
$2.67M Buy
2024
Q3
Sell
2024
Q2
$2.61M Buy
2024
Q1
$341K Sell
2023
Q4
$955K Sell
2023
Q3
$841K Buy
2023
Q1
Sell
2022
Q4
$307K Sell
2022
Q3
$320K Sell
2022
Q2
$947K Buy
2022
Q1
$503K Sell
2021
Q4
$441K Buy
2020
Q2
Sell
2020
Q1
$777K Buy