Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.89M Sell
2025
Q1
$3.2M Buy
2024
Q4
$2.21M Sell
2024
Q3
$2.14M Sell
2024
Q2
$4.36M Buy
2024
Q1
$2.81M Buy
2023
Q4
$1.98M Buy
2022
Q3
Sell
2022
Q2
$691K Buy
2022
Q1
$621K Sell
2021
Q4
$1.39M Sell
2021
Q3
$1.75M Buy
2021
Q2
$1.67M Buy
2021
Q1
$1.48M Buy
2020
Q4
$1.2M Sell
2020
Q3
$1.34M Sell
2020
Q2
$2.57M Buy
2020
Q1
$312K Sell
2019
Q4
$931K Buy
2019
Q3
$242K Buy
2019
Q2
$302K Sell
2019
Q1
$237K Buy