Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$936K Sell
2025
Q1
$2M Buy
2024
Q4
$582K Buy
2024
Q1
Sell
2023
Q4
$2.28M Buy
2023
Q2
Sell
2023
Q1
$1.47M Buy
2022
Q4
$328K Sell
2022
Q3
$1.1M Buy
2022
Q2
$722K Buy
2021
Q3
Sell
2021
Q2
$1.25M Buy
2020
Q3
Sell
2020
Q2
$240K Sell
2020
Q1
$584K Buy