Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.11M Buy
2025
Q1
$805K Sell
2024
Q4
$1.08M Buy
2024
Q3
$243K Buy
2024
Q2
$144K Sell
2024
Q1
$337K Sell
2023
Q4
$943K Sell
2023
Q3
$1.2M Sell
2023
Q2
$986K Buy
2023
Q1
$129K Sell
2022
Q4
$410K Buy
2022
Q3
$66K Buy
2022
Q2
Sell
2022
Q1
$577K Buy
2021
Q4
$391K Sell
2021
Q3
$608K Sell
2021
Q2
$1.08M Sell
2021
Q1
$3.82M Buy
2019
Q4
Sell
2019
Q3
$77K Buy