Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.56M Sell
2025
Q1
$1.43M Buy
2023
Q4
Sell
2023
Q3
$1.31M Buy
2023
Q2
$1.33M Sell
2023
Q1
$1.63M Sell
2022
Q4
$1.6M Buy
2022
Q3
$1.46M Buy
2022
Q2
$1.62M Buy
2022
Q1
$1.61M Sell
2021
Q4
$1.51M Sell
2021
Q3
$1.56M Sell
2021
Q2
$1.78M Buy
2021
Q1
$1.41M Buy
2020
Q4
$853K Buy