Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.07M Sell
2025
Q1
$6.9M Buy
2024
Q4
Sell
2024
Q3
$328K Buy
2023
Q4
Sell
2023
Q3
$5.42M Buy
2022
Q4
Sell
2022
Q3
$2.63M Buy
2022
Q2
Sell
2022
Q1
$3.24M Buy
2021
Q4
$789K Buy
2021
Q3
Sell
2021
Q2
$1.78M Buy
2021
Q1
$1.82M Buy
2020
Q4
$769K Buy
2020
Q2
Sell
2020
Q1
$570K Sell
2019
Q4
$904K Buy