Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$674K Buy
2025
Q1
$657K Sell
2024
Q4
$557K Buy
2024
Q3
$512K Sell
2024
Q2
$653K Buy
2024
Q1
$646K Buy
2023
Q4
$557K Buy
2022
Q1
Sell
2021
Q4
$244K Sell
2021
Q3
$304K Buy
2021
Q2
$267K Sell
2021
Q1
$407K Sell
2020
Q4
$480K Buy
2020
Q3
$284K Sell
2020
Q2
$14.5M Buy
2020
Q1
$8.07M Buy