Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.5M Buy
2025
Q1
$510K Buy
2024
Q4
Sell
2024
Q3
$493K Buy
2024
Q2
$236K Sell
2024
Q1
$858K Buy
2023
Q4
Sell
2023
Q3
$718K Sell
2023
Q2
$851K Sell
2023
Q1
$1.9M Buy
2022
Q4
$74.6K Sell
2022
Q3
$963K Buy
2021
Q2
Sell
2021
Q1
$422K Sell
2020
Q4
$713K Buy
2020
Q3
$447K Sell
2020
Q2
$1.28M Buy
2020
Q1
$700K Buy
2019
Q4
$671K Buy