Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$526K Buy
2025
Q1
Sell
2024
Q4
$1.85M Buy
2024
Q2
Sell
2024
Q1
$286K Buy
2023
Q4
Sell
2023
Q3
$521K Sell
2023
Q2
$645K Sell
2023
Q1
$881K Buy
2022
Q3
Sell
2022
Q2
$233K Sell
2022
Q1
$557K Buy
2021
Q4
$406K Sell
2021
Q3
$520K Buy
2021
Q2
$299K Buy
2020
Q1
Sell
2019
Q4
$1.13M Buy