Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.85M Buy
2025
Q1
$2M Buy
2024
Q4
$1.51M Buy
2022
Q4
Sell
2022
Q3
$386K Sell
2022
Q2
$817K Buy
2022
Q1
Sell
2021
Q4
$1.02M Sell
2021
Q3
$1.93M Buy
2021
Q2
$1.75M Buy
2021
Q1
$789K Sell
2020
Q4
$939K Sell
2020
Q3
$2.45M Buy