Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$2.53M Sell
2024
Q4
$3.96M Buy
2024
Q2
Sell
2024
Q1
$2.1M Buy
2023
Q4
Sell
2023
Q3
$2.39M Buy
2022
Q4
Sell
2022
Q3
$3.88M Buy
2022
Q2
$904K Buy
2022
Q1
$719K Sell
2021
Q4
$4.09M Sell
2021
Q3
$5.91M Buy
2021
Q2
$2.6M Buy
2021
Q1
Sell
2020
Q4
$1.45M Buy