Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.19M Sell
2025
Q1
$912K Sell
2024
Q4
$2.11M Buy
2024
Q3
$1.65M Buy
2024
Q2
$690K Buy
2022
Q2
Sell
2022
Q1
$251K Hold
2021
Q4
$281K Sell
2021
Q3
$2.13M Buy
2021
Q2
$517K Sell
2021
Q1
$722K Sell
2020
Q4
$616K Sell
2020
Q3
$822K Buy