Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.57M Sell
2025
Q1
$1.79M Buy
2024
Q4
$1.39M Sell
2024
Q3
$1.76M Buy
2024
Q2
Sell
2024
Q1
$1.37M Buy
2023
Q4
$1.33M Buy
2023
Q3
$1.02M Buy
2023
Q2
$201K Buy
2023
Q1
$218K Buy
2022
Q4
$233K Sell
2022
Q3
$205K Buy
2022
Q2
$220K Buy
2022
Q1
$218K Buy
2020
Q4
Sell
2020
Q3
$233K Sell
2020
Q2
$295K Buy
2020
Q1
$244K Buy
2019
Q4
$141K Buy