Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$9.53M Buy
2024
Q4
$788K Buy
2024
Q2
Sell
2024
Q1
$2.37M Buy
2023
Q4
Sell
2023
Q3
$387K Buy
2023
Q2
$364K Buy
2023
Q1
$226K Sell
2022
Q4
$5.46M Buy
2022
Q3
$7.12M Buy
2022
Q2
$1.55M Sell
2022
Q1
$4.4M Buy
2021
Q4
$1.11M Buy
2021
Q1
Sell
2020
Q4
$425K Sell
2020
Q3
$741K Buy