Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.68M Sell
2025
Q1
$5.3M Buy
2024
Q4
$410K Buy
2024
Q3
$455K Sell
2024
Q2
$485K Sell
2024
Q1
$520K Buy
2023
Q4
$399K Buy
2023
Q3
$279K Buy
2023
Q2
$259K Buy
2022
Q2
Sell
2022
Q1
$299K Buy
2021
Q4
$288K Buy
2021
Q3
$268K Buy
2021
Q2
$211K Buy
2020
Q3
Sell
2020
Q2
$215K Sell
2020
Q1
$388K Buy