Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.33M Sell
2025
Q1
$3.23M Buy
2024
Q4
$1.19M Buy
2024
Q3
$1.08M Sell
2024
Q2
$1.08M Sell
2024
Q1
$1.07M Sell
2023
Q4
$993K Sell
2023
Q3
$907K Sell
2023
Q2
$938K Sell
2023
Q1
$902K Buy
2022
Q4
$757K Sell
2022
Q3
$815K Buy
2022
Q2
$793K Buy
2022
Q1
$558K Sell
2021
Q4
$622K Sell
2021
Q3
$519K Sell
2021
Q2
$512K Sell
2021
Q1
$556K Sell
2020
Q4
$807K Buy
2020
Q3
$741K Sell
2020
Q2
$717K Buy
2020
Q1
$624K Buy