Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.14M Sell
2025
Q1
$1.58M Buy
2024
Q4
$675K Buy
2024
Q3
$602K Sell
2024
Q2
$4.91M Buy
2024
Q1
$3.62M Buy
2023
Q4
$547K Buy
2023
Q3
Sell
2023
Q2
$1.55M Buy
2023
Q1
$488K Buy
2022
Q4
$349K Buy
2022
Q1
Hold
2021
Q4
Hold
2021
Q3
Sell
2021
Q2
$301K Buy
2021
Q1
$196K Buy
2020
Q1
Sell
2019
Q4
$304K Buy