Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$587K Sell
2025
Q1
$1.67M Buy
2024
Q4
$625K Buy
2023
Q4
Sell
2023
Q3
$1.29M Buy
2023
Q2
$350K Buy
2023
Q1
Sell
2022
Q4
$325K Sell
2022
Q3
$328K Buy
2022
Q1
Sell
2021
Q4
$385K Buy
2021
Q3
Sell
2021
Q2
$1.26M Buy
2021
Q1
$601K Buy
2018
Q4
Sell
2018
Q3
$231K Buy