Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$567K Sell
2025
Q1
$4.29M Sell
2024
Q4
$7.2M Buy
2024
Q3
$4.04M Sell
2024
Q2
$4.23M Buy
2024
Q1
$5.14M Buy
2023
Q4
$4.59M Buy
2023
Q3
$573K Sell
2023
Q2
$654K Buy
2023
Q1
$612K Buy
2022
Q4
$458K Buy
2022
Q3
$366K Sell
2022
Q2
$452K Sell
2022
Q1
$2.04M Sell
2021
Q4
$2.87M Sell
2021
Q3
$3.23M Buy
2021
Q2
$737K Buy
2021
Q1
$437K Sell
2020
Q4
$3.29M Buy