Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.07M Sell
2025
Q1
$2.22M Buy
2024
Q4
$2.22M Sell
2024
Q3
$2.83M Buy
2024
Q2
$2.89M Sell
2024
Q1
$4.12M Buy
2023
Q4
Sell
2023
Q3
$660K Buy
2022
Q2
Sell
2022
Q1
$220K Sell
2021
Q4
$349K Buy
2021
Q3
Sell
2021
Q2
$353K Sell
2021
Q1
$914K Buy
2020
Q4
$510K Buy
2020
Q3
$277K Buy
2020
Q2
$249K Buy
2020
Q1
Sell
2019
Q4
$200K Buy