Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.06M Sell
2025
Q1
$4.62M Buy
2024
Q4
$4.66M Buy
2024
Q3
$3.19M Buy
2024
Q2
$2.7M Buy
2022
Q3
Sell
2022
Q2
$361K Sell
2022
Q1
$569K Sell
2021
Q4
$849K Sell
2021
Q3
$1.39M Sell
2021
Q2
$2.55M Buy
2021
Q1
$1.67M Buy
2020
Q4
$844K Buy
2020
Q3
$346K Hold
2020
Q2
$281K Buy
2020
Q1
Sell
2019
Q4
$256K Buy