Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.42M Buy
2025
Q1
Sell
2024
Q4
$1.58M Buy
2024
Q3
Sell
2024
Q2
$1.57M Buy
2023
Q3
Sell
2023
Q2
$409K Sell
2023
Q1
$953K Buy
2022
Q4
Sell
2022
Q3
$2.33M Buy
2022
Q1
Sell
2021
Q4
$836K Sell
2021
Q3
$847K Buy
2021
Q1
Sell
2020
Q4
$1.05M Buy