Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.62M Sell
2025
Q1
$5.24M Buy
2024
Q3
Sell
2024
Q2
$1.79M Buy
2024
Q1
$1.27M Sell
2023
Q4
$1.58M Buy
2023
Q1
Sell
2022
Q4
$573K Sell
2022
Q3
$485K Buy
2022
Q1
Sell
2021
Q4
$848K Buy
2021
Q3
$470K Sell
2021
Q2
$827K Sell
2021
Q1
$1.42M Buy
2020
Q4
Sell
2020
Q3
$1.7M Buy