Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$658K Sell
2025
Q1
$1.36M Sell
2024
Q4
$2.18M Buy
2024
Q3
$321K Sell
2024
Q2
$1.04M Sell
2024
Q1
$4.24M Buy
2023
Q4
$3.5M Buy
2023
Q3
$2.29M Buy
2023
Q2
$986K Sell
2023
Q1
$1.24M Buy
2022
Q4
$302K Buy
2022
Q3
$244K Buy
2022
Q2
$250K Sell
2022
Q1
$701K Sell
2021
Q4
$3.7M Buy
2021
Q3
$3.69M Buy
2021
Q2
$580K Sell
2021
Q1
$429K Sell
2020
Q4
$4.25M Buy