Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$651K Sell
2024
Q4
$863K Sell
2024
Q3
$4.03M Buy
2024
Q2
$2.17M Buy
2024
Q1
$367K Buy
2022
Q2
Sell
2022
Q1
$1.57M Buy
2021
Q4
Sell
2021
Q3
$509K Buy
2021
Q2
$114K Sell
2021
Q1
$573K Buy
2020
Q4
Sell
2020
Q3
$2.33M Sell
2020
Q2
$3.3M Buy
2020
Q1
$1.24M Buy
2019
Q3
Sell
2019
Q2
$766K Buy