Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$948K Sell
2025
Q1
$704K Sell
2024
Q4
$1.07M Buy
2024
Q3
$364K Sell
2024
Q2
$2.1M Buy
2024
Q1
$994K Sell
2023
Q4
$990K Buy
2023
Q3
$435K Sell
2023
Q2
$1.52M Sell
2023
Q1
$1.39M Hold
2022
Q4
$731K Buy
2021
Q1
Sell
2020
Q4
$460K Buy
2020
Q3
$271K Buy
2019
Q3
Sell
2019
Q2
$2.46M Buy
2019
Q1
$269K Buy