Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$757K Sell
2025
Q1
$1.13M Buy
2024
Q4
$1.06M Buy
2024
Q3
$716K Buy
2023
Q4
Sell
2023
Q3
$355K Sell
2023
Q2
$790K Buy
2023
Q1
$595K Buy
2022
Q1
Sell
2021
Q4
$211K Buy
2021
Q1
Sell
2020
Q4
$224K Sell
2020
Q3
$558K Sell
2020
Q2
$463K Buy