Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.44M Sell
2025
Q1
$1.04M Buy
2024
Q4
$843K Buy
2024
Q3
$651K Sell
2024
Q2
$569K Buy
2024
Q1
Sell
2023
Q4
$639K Buy
2023
Q3
$400K Sell
2023
Q2
$489K Buy
2022
Q2
Sell
2022
Q1
$575K Buy
2021
Q4
$628K Sell
2021
Q3
$715K Buy
2021
Q2
$803K Sell
2021
Q1
$1.49M Buy
2020
Q4
$1.63M Buy
2020
Q3
$910K Buy
2020
Q2
$539K Sell
2020
Q1
$267K Sell
2019
Q4
$363K Buy