Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.53M Sell
2025
Q1
$3.45M Buy
2024
Q4
$3.08M Sell
2024
Q3
$6M Buy
2024
Q1
Sell
2023
Q4
$692K Sell
2023
Q3
$2.33M Buy
2023
Q2
Sell
2023
Q1
$7.82M Buy
2022
Q3
Sell
2022
Q2
$801K Sell
2022
Q1
$917K Buy
2021
Q4
$305K Buy
2021
Q1
Sell
2020
Q4
$1.01M Sell
2020
Q3
$1.19M Buy
2020
Q2
Sell
2020
Q1
$2.25M Sell
2019
Q4
$2.71M Buy