Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$858K Sell
2025
Q1
$964K Buy
2024
Q4
$310K Sell
2024
Q3
$2.36M Buy
2024
Q2
$991K Sell
2024
Q1
$2.23M Buy
2023
Q4
$612K Sell
2023
Q3
$565K Buy
2023
Q2
$287K Buy
2023
Q1
$335K Buy
2021
Q4
Sell
2021
Q3
$1.3M Buy
2021
Q2
$424K Buy
2021
Q1
Sell
2020
Q4
$342K Sell
2020
Q3
$354K Buy
2020
Q1
Sell
2019
Q4
$488K Buy