Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$320K Sell
2024
Q4
$1.45M Buy
2024
Q3
$2.05M Sell
2024
Q2
$2.73M Sell
2024
Q1
$4.24M Buy
2023
Q4
$4.4M Sell
2023
Q3
$3.65M Buy
2023
Q2
$5.87M Buy
2023
Q1
$6.64M Buy
2022
Q4
$7.28M Buy
2022
Q3
$8.47M Sell
2022
Q2
$8.97M Buy
2022
Q1
$10.6M Buy
2021
Q4
$8.99M Sell
2021
Q3
$8.01M Sell
2021
Q2
$11.1M Buy
2021
Q1
$5.8M Buy
2020
Q4
$4.85M Buy