Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$224K Sell
2025
Q1
$1.92M Sell
2024
Q4
$2.47M Buy
2024
Q3
$1.96M Buy
2024
Q2
$649K Sell
2024
Q1
$2.17M Buy
2023
Q4
$937K Sell
2023
Q3
$2.65M Buy
2022
Q1
Sell
2021
Q4
$324K Sell
2021
Q3
$373K Buy
2019
Q3
Sell
2019
Q2
$576K Buy