Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$595K Sell
2025
Q1
$1.79M Buy
2024
Q4
Sell
2024
Q3
$4.75M Buy
2023
Q2
Sell
2023
Q1
$6.22M Buy
2022
Q3
Sell
2022
Q2
$3.04M Buy
2022
Q1
$3.62M Sell
2021
Q4
$5.81M Buy
2021
Q3
$2.25M Buy
2021
Q2
$416K Sell
2021
Q1
$508K Buy
2020
Q4
$377K Buy
2020
Q1
Sell
2019
Q4
$213K Buy
2019
Q3
Sell
2019
Q2
$651K Buy