Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.09M Buy
2024
Q3
Sell
2024
Q2
$1.48M Buy
2024
Q1
$1.59M Sell
2023
Q4
$2.1M Buy
2023
Q3
$1.7M Buy
2023
Q2
$1.78M Sell
2023
Q1
$1.94M Buy
2022
Q4
$1.5M Buy
2021
Q3
Sell
2021
Q2
$2.04M Buy
2020
Q3
Sell
2020
Q2
$1.59M Buy
2020
Q1
$656K Sell
2019
Q4
$741K Buy
2019
Q3
$365K Buy