Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.05M Buy
2025
Q1
$1.05M Sell
2024
Q4
$781K Buy
2024
Q3
$772K Buy
2024
Q2
$759K Sell
2024
Q1
$808K Sell
2023
Q4
$1.57M Sell
2023
Q3
$3.39M Buy
2023
Q2
$1.69M Buy
2023
Q1
$1.54M Sell
2022
Q4
$2.88M Buy
2022
Q3
$1.29M Sell
2022
Q2
$1.85M Buy
2022
Q1
$1.19M Buy
2021
Q4
$360K Sell
2021
Q3
$796K Sell
2021
Q2
$1.17M Buy
2021
Q1
$334K Sell
2020
Q4
$372K Sell
2020
Q3
$332K Sell
2020
Q2
$457K Sell
2020
Q1
$329K Buy