Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.21M Buy
2025
Q1
$334K Sell
2024
Q4
$459K Sell
2024
Q3
$1.53M Buy
2024
Q2
$1.31M Buy
2024
Q1
$715K Buy
2023
Q4
$588K Sell
2023
Q3
$1.66M Sell
2023
Q2
$1.9M Buy
2023
Q1
$1.83M Buy
2022
Q4
$1.78M Sell
2022
Q3
$1.82M Buy
2022
Q2
$654K Buy
2022
Q1
$650K Buy
2021
Q4
$442K Sell
2021
Q3
$451K Buy
2021
Q2
$215K Buy
2020
Q2
Sell
2020
Q1
$248K Buy