Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$857K Buy
2023
Q2
Sell
2023
Q1
$1.55M Buy
2022
Q4
$531K Buy
2022
Q3
Sell
2022
Q2
$587K Buy
2022
Q1
Sell
2021
Q4
$335K Sell
2021
Q3
$1.1M Buy
2021
Q2
$495K Buy
2020
Q2
Sell
2020
Q1
$1.88M Buy