Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$807K Sell
2025
Q1
$1.33M Buy
2024
Q4
$705K Sell
2024
Q3
$1.27M Sell
2024
Q2
$1.8M Buy
2024
Q1
$1.79M Buy
2023
Q4
$1.15M Sell
2023
Q3
$1.26M Buy
2023
Q2
$569K Sell
2023
Q1
$1.15M Sell
2022
Q4
$1.72M Buy
2022
Q3
$1.38M Buy
2022
Q2
$1.09M Buy
2020
Q3
Sell
2020
Q2
$263K Buy