Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.03M Sell
2025
Q1
$2.33M Buy
2024
Q4
$425K Buy
2024
Q3
Sell
2024
Q2
$1.55M Buy
2024
Q1
$1.15M Buy
2023
Q4
Sell
2023
Q3
$952K Sell
2023
Q2
$2.02M Buy
2023
Q1
Sell
2022
Q4
$2.28M Buy
2022
Q2
Sell
2022
Q1
$863K Buy
2021
Q4
$688K Buy
2021
Q3
$340K Buy
2021
Q2
Sell
2021
Q1
$404K Buy
2020
Q4
$260K Buy