Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$963K Sell
2025
Q1
$1.22M Sell
2024
Q4
$1.41M Sell
2024
Q3
$2.39M Buy
2024
Q2
$2.23M Buy
2024
Q1
$402K Sell
2023
Q4
$1.38M Sell
2023
Q3
$1.35M Buy
2023
Q2
$216K Sell
2023
Q1
$999K Buy
2022
Q4
$572K Sell
2022
Q3
$834K Buy
2022
Q2
$239K Buy
2022
Q1
Sell
2021
Q4
$223K Buy
2020
Q1
Sell
2019
Q4
$524K Buy