Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.11M Sell
2025
Q1
$1.17M Buy
2024
Q4
$1.13M Sell
2024
Q3
$988K Buy
2024
Q2
$971K Buy
2024
Q1
$714K Buy
2023
Q4
$115K Hold
2023
Q3
$95.9K Buy
2023
Q2
$18.3K Sell
2023
Q1
$43.6K Buy
2022
Q2
Sell
2022
Q1
$244K Sell
2021
Q4
$357K Sell
2021
Q3
$356K Hold
2021
Q2
$356K Sell
2021
Q1
$386K Buy
2020
Q4
$329K Buy
2020
Q3
$244K Buy
2019
Q4
Sell
2019
Q3
$238K Buy