Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$614K Sell
2025
Q1
$670K Sell
2024
Q4
$14M Buy
2024
Q3
$15.1M Buy
2024
Q2
$7.97M Buy
2024
Q1
$2.21M Buy
2023
Q4
$883K Buy
2023
Q3
$444K Hold
2023
Q2
$662K Buy
2022
Q2
Sell
2022
Q1
$570K Buy
2021
Q4
$1.5M Sell
2021
Q3
$2.63M Sell
2021
Q2
$2.81M Buy
2021
Q1
$2.42M Buy
2020
Q4
$1.59M Buy
2020
Q3
$1.28M Buy