Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.35M Sell
2024
Q4
$2.71M Buy
2024
Q2
Sell
2024
Q1
$368K Sell
2023
Q4
$1.23M Sell
2023
Q3
$2.15M Buy
2022
Q2
Sell
2022
Q1
$219K Buy
2021
Q3
Sell
2021
Q2
$470K Buy
2021
Q1
$295K Sell
2020
Q4
$645K Buy
2020
Q3
$386K Sell
2020
Q2
$1.29M Buy
2020
Q1
$233K Buy
2019
Q4
Sell
2019
Q3
$1.12M Buy