Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.1M Sell
2025
Q1
$2.16M Buy
2024
Q4
$470K Buy
2024
Q3
$318K Sell
2024
Q2
$3.1M Buy
2024
Q1
$1.28M Sell
2023
Q4
$1.08M Buy
2022
Q1
Sell
2021
Q4
$2.38M Buy
2021
Q2
Sell
2021
Q1
$1.72M Buy
2020
Q4
Sell
2020
Q3
$511K Buy
2019
Q1
Sell
2018
Q4
$240K Buy