Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$897K Sell
2024
Q4
$2.51M Buy
2024
Q3
$2.5M Buy
2024
Q2
$2.18M Sell
2024
Q1
$2.33M Buy
2023
Q4
$1.73M Buy
2023
Q3
$1.27M Hold
2023
Q2
$1.7M Hold
2023
Q1
$1.9M Buy
2022
Q4
$1.6M Sell
2022
Q3
$1.58M Buy
2020
Q3
Sell
2020
Q2
$1.27M Buy