Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$367K Sell
2025
Q1
$517K Buy
2024
Q3
Sell
2024
Q2
$5.72M Buy
2023
Q2
Sell
2023
Q1
$12.4M Buy
2022
Q4
$5.86M Buy
2022
Q2
Sell
2022
Q1
$2.84M Buy
2021
Q4
Sell
2021
Q3
$488K Sell
2021
Q2
$3.21M Buy
2021
Q1
$1.48M Buy
2020
Q4
$695K Buy
2020
Q3
Sell
2020
Q2
$1.17M Sell
2020
Q1
$1.74M Sell
2019
Q4
$2.14M Buy