Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$1.18M Sell
2024
Q3
$2.45M Buy
2024
Q2
$631K Sell
2024
Q1
$4.89M Buy
2023
Q4
$1.19M Buy
2023
Q2
Sell
2023
Q1
$516K Sell
2022
Q4
$1.36M Sell
2022
Q3
$1.76M Buy
2022
Q2
$1.11M Buy
2022
Q1
Sell
2021
Q4
$1.66M Buy
2021
Q3
$593K Buy
2021
Q2
$428K Sell
2021
Q1
$881K Buy
2020
Q4
$674K Buy
2020
Q3
$185K Buy
2020
Q1
Sell
2019
Q4
$1.15M Buy