Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$2.25M Buy
2024
Q4
Sell
2024
Q3
$276K Buy
2024
Q2
$215K Buy
2024
Q1
$226K Buy
2023
Q3
Sell
2023
Q2
$283K Buy
2022
Q4
Sell
2022
Q3
$219K Sell
2022
Q2
$588K Sell
2022
Q1
$884K Buy
2021
Q4
$741K Sell
2021
Q3
$751K Sell
2021
Q2
$709K Buy
2021
Q1
$766K Sell
2020
Q4
$747K Buy
2018
Q3
Sell
2018
Q2
$2.32M Buy