Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$558K Buy
2024
Q2
Sell
2024
Q1
$744K Buy
2023
Q2
Sell
2023
Q1
$875K Buy
2022
Q4
$621K Buy
2022
Q3
$474K Sell
2022
Q2
$694K Buy
2022
Q1
$662K Buy
2021
Q4
$846K Sell
2021
Q3
$1.1M Sell
2021
Q2
$1.35M Sell
2021
Q1
$1.27M Sell
2020
Q4
$1.77M Sell
2020
Q3
$4.2M Buy