Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.68M Buy
2024
Q4
$1.54M Sell
2024
Q3
$2.47M Buy
2024
Q2
$1.93M Buy
2024
Q1
$1.07M Buy
2023
Q4
$781K Sell
2023
Q3
$930K Buy
2023
Q2
$304K Buy
2022
Q4
Sell
2022
Q3
$391K Buy
2022
Q2
$272K Sell
2022
Q1
$3.85M Buy
2021
Q4
$1.69M Buy
2021
Q3
$388K Buy
2021
Q2
Sell
2021
Q1
$176K Sell
2020
Q4
$1.05M Sell
2020
Q3
$941K Buy
2020
Q2
$208K Buy