Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$578K Sell
2025
Q1
$718K Buy
2024
Q4
$453K Buy
2024
Q3
$19K Sell
2024
Q2
$271K Sell
2024
Q1
$459K Buy
2021
Q2
Sell
2021
Q1
$2.6M Buy
2020
Q4
$2.12M Buy
2020
Q3
Sell
2020
Q2
$547K Buy