Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.26M Sell
2025
Q1
$1.29M Buy
2024
Q4
$1.43M Buy
2024
Q3
$1.53M Buy
2024
Q2
$458K Buy
2022
Q2
Sell
2022
Q1
$228K Buy
2021
Q4
$260K Sell
2021
Q3
$245K Hold
2021
Q2
$262K Buy
2021
Q1
$224K Sell
2020
Q4
$241K Buy