Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.88M Buy
2024
Q2
Sell
2024
Q1
$606K Buy
2023
Q4
$502K Sell
2023
Q3
$879K Buy
2023
Q2
$291K Buy
2022
Q2
Sell
2022
Q1
$217K Buy
2021
Q4
Sell
2021
Q3
$278K Sell
2021
Q2
$568K Buy
2020
Q4
Sell
2020
Q3
$134K Buy
2019
Q4
$188K Buy
2018
Q3
Sell
2018
Q2
$759K Buy