Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$2.23M Buy
2024
Q4
$671K Buy
2024
Q3
$434K Sell
2024
Q2
$642K Buy
2023
Q2
Sell
2023
Q1
$1.78M Buy
2022
Q4
Sell
2022
Q3
$1.24M Buy
2022
Q2
$543K Buy
2021
Q3
Sell
2021
Q2
$539K Buy
2020
Q1
Sell
2019
Q4
$343K Buy