Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$1.82M Sell
2024
Q3
$4.37M Buy
2024
Q2
$2.44M Buy
2023
Q2
Sell
2023
Q1
$509K Buy
2022
Q4
$230K Buy
2021
Q4
Sell
2021
Q3
$530K Buy
2021
Q2
$217K Buy
2021
Q1
Sell
2020
Q4
$551K Buy
2020
Q3
$65K Sell
2020
Q2
$390K Buy
2020
Q1
$266K Buy