Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.45M Sell
2025
Q1
$2.31M Buy
2024
Q4
$1.52M Buy
2024
Q3
$1.85M Sell
2024
Q2
$1.83M Buy
2024
Q1
$1.38M Buy
2023
Q4
$791K Buy
2023
Q3
$545K Buy
2023
Q2
$240K Buy
2022
Q2
Sell
2022
Q1
$699K Buy
2021
Q4
$657K Sell
2021
Q3
$878K Buy
2021
Q2
$909K Buy
2021
Q1
$787K Sell
2020
Q4
$773K Buy
2020
Q3
$526K Buy
2020
Q2
$379K Buy