Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.69M Sell
2025
Q1
$3.75M Buy
2024
Q4
$2.71M Buy
2024
Q3
$618K Sell
2024
Q2
$1.25M Buy
2024
Q1
Sell
2023
Q4
$329K Buy
2023
Q2
Sell
2023
Q1
$786K Buy
2022
Q4
$245K Sell
2022
Q3
$404K Sell
2022
Q2
$512K Sell
2022
Q1
$762K Buy
2019
Q4
Sell
2019
Q3
$858K Sell
2019
Q2
$2.25M Buy
2019
Q1
$299K Sell
2018
Q4
$584K Buy