Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$677K Sell
2024
Q4
$3.31M Buy
2024
Q1
Sell
2023
Q4
$676K Buy
2023
Q2
Sell
2023
Q1
$5.35M Buy
2022
Q4
$3.69M Buy
2022
Q3
Sell
2022
Q2
$3.09M Buy
2021
Q4
Sell
2021
Q3
$2.12M Buy
2021
Q2
$2.02M Sell
2021
Q1
$1.67M Sell
2020
Q4
$4.13M Sell
2020
Q3
$8.04M Buy