Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.8M Buy
2025
Q1
$2.45M Sell
2024
Q4
$2.38M Sell
2024
Q3
$2.49M Buy
2024
Q2
$1.84M Sell
2024
Q1
$2.32M Buy
2023
Q4
$1.62M Buy
2023
Q3
$1.29M Sell
2023
Q2
$1.43M Buy
2023
Q1
Sell
2022
Q4
$469K Buy
2022
Q3
Sell
2022
Q2
$834K Buy
2022
Q1
$717K Sell
2021
Q4
$845K Buy
2021
Q3
$301K Sell
2021
Q2
$605K Sell
2021
Q1
$7.3M Buy
2020
Q4
$2.01M Buy