Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.68M Buy
2025
Q1
$706K Sell
2024
Q4
$1.84M Sell
2024
Q3
$1.79M Buy
2024
Q2
$1.68M Buy
2023
Q2
Sell
2023
Q1
$1.47M Buy
2022
Q4
Sell
2022
Q3
$384K Sell
2022
Q2
$1.98M Buy
2022
Q1
$263K Sell
2021
Q4
$985K Buy
2021
Q3
$376K Sell
2021
Q2
$406K Buy
2020
Q2
Sell
2020
Q1
$608K Buy
2019
Q4
$441K Buy
2018
Q1
Sell
2017
Q4
$1.14M Buy