Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.66M Sell
2025
Q1
$2.11M Sell
2024
Q4
$1.85M Buy
2024
Q3
$2.13M Buy
2024
Q2
$429K Sell
2024
Q1
$454K Buy
2023
Q4
$347K Buy
2023
Q3
$252K Sell
2023
Q2
$238K Buy
2022
Q1
Sell
2021
Q4
$236K Buy
2021
Q3
$204K Buy
2021
Q2
Sell
2021
Q1
$261K Sell
2020
Q4
$321K Buy