Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.31M Sell
2025
Q1
$5.42M Sell
2024
Q4
$4.8M Sell
2024
Q3
$4.34M Buy
2024
Q2
$731K Buy
2024
Q1
$524K Sell
2023
Q4
$373K Buy
2023
Q3
$307K Sell
2023
Q2
$323K Sell
2023
Q1
$270K Buy
2022
Q2
Sell
2022
Q1
$693K Buy
2021
Q4
$421K Buy
2021
Q3
$390K Sell
2021
Q2
$632K Buy
2021
Q1
$510K Sell
2020
Q4
$602K Sell
2020
Q3
$618K Sell
2020
Q2
$5.77M Buy
2020
Q1
$300K Buy
2019
Q4
$331K Buy