Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.2M Buy
2025
Q1
Sell
2024
Q4
$1.77M Buy
2024
Q3
$418K Buy
2024
Q2
Sell
2024
Q1
$928K Buy
2023
Q4
Sell
2023
Q3
$527K Buy
2023
Q2
$316K Sell
2023
Q1
$1.18M Buy
2021
Q1
Sell
2020
Q4
$255K Buy
2020
Q1
Sell
2019
Q4
$222K Buy
2019
Q3
Sell
2019
Q2
$468K Buy