Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$900K Sell
2025
Q1
$1.97M Buy
2024
Q4
$1.77M Buy
2024
Q3
$1.28M Sell
2024
Q2
$1.56M Buy
2024
Q1
$116K Sell
2023
Q4
$146K Buy
2023
Q3
$101K Sell
2023
Q2
$115K Buy
2023
Q1
$115K Buy
2022
Q4
$91.3K Sell
2022
Q3
$111K Buy
2022
Q2
$74K Sell
2022
Q1
$170K Sell
2021
Q4
$447K Buy
2021
Q3
$7K Sell
2021
Q2
$53K Buy
2021
Q1
$30K Sell
2020
Q4
$94K Buy