Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$631K Buy
2024
Q2
Sell
2024
Q1
$2.14M Buy
2023
Q4
Sell
2023
Q3
$4.54M Buy
2023
Q2
Sell
2023
Q1
$2M Buy
2022
Q4
$251K Sell
2022
Q3
$615K Buy
2021
Q1
Sell
2020
Q4
$115K Buy
2020
Q3
Sell
2020
Q2
$147K Buy
2020
Q1
Sell
2019
Q4
$303K Buy