Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.81M Buy
2025
Q1
Sell
2024
Q4
$1.33M Buy
2024
Q3
$1.16M Sell
2024
Q2
$1.11M Buy
2024
Q1
$1.1M Buy
2023
Q4
$332K Sell
2023
Q3
$310K Sell
2023
Q2
$514K Sell
2023
Q1
$909K Buy
2022
Q4
$718K Buy
2022
Q3
$1.13M Sell
2022
Q2
$1.16M Buy
2022
Q1
$545K Buy
2021
Q1
Sell
2020
Q4
$329K Sell
2020
Q3
$2.09M Sell
2020
Q2
$1.93M Buy