Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$902K Sell
2025
Q1
$1.82M Buy
2024
Q4
$1.94M Sell
2024
Q3
$2.21M Buy
2024
Q2
$2.14M Buy
2024
Q1
$1.19M Hold
2023
Q4
$1.27M Buy
2023
Q3
$889K Sell
2023
Q2
$1.65M Buy
2023
Q1
$1.38M Sell
2022
Q4
$1.28M Sell
2022
Q3
$1.73M Sell
2022
Q2
$1.45M Buy
2022
Q1
$1.91M Sell
2021
Q4
$2.27M Sell
2021
Q3
$2.3M Buy
2021
Q2
$1.33M Buy
2020
Q2
Sell
2020
Q1
$303K Sell
2019
Q4
$583K Hold
2019
Q3
$591K Sell
2019
Q2
$560K Buy