Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$678K Sell
2024
Q4
$1.71M Buy
2024
Q3
$1.74M Buy
2024
Q2
$546K Sell
2024
Q1
$975K Buy
2023
Q4
$1.42M Buy
2023
Q3
Sell
2023
Q2
$292K Sell
2023
Q1
$502K Buy
2022
Q4
Sell
2022
Q3
$339K Buy
2020
Q1
Sell
2019
Q4
$676K Buy