Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$780K Sell
2024
Q4
$1.15M Buy
2024
Q3
$1.08M Buy
2024
Q2
$1.03M Sell
2024
Q1
$1.68M Buy
2023
Q4
$1.19M Buy
2023
Q3
$752K Buy
2023
Q2
$490K Sell
2023
Q1
$495K Sell
2022
Q4
$443K Sell
2022
Q3
$440K Sell
2022
Q2
$502K Sell
2022
Q1
$883K Buy
2021
Q4
$1.13M Sell
2021
Q3
$988K Buy
2021
Q2
$761K Buy
2021
Q1
$817K Buy
2020
Q4
$319K Buy