Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$756K Sell
2025
Q1
$2.01M Buy
2024
Q4
$1.63M Buy
2024
Q1
Sell
2023
Q4
$435K Buy
2023
Q1
Sell
2022
Q4
$312K Buy
2021
Q3
Sell
2021
Q2
$363K Buy
2020
Q1
Sell
2019
Q4
$248K Buy