Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.3M Buy
2025
Q1
$830K Buy
2024
Q4
$923K Sell
2024
Q3
$931K Buy
2024
Q2
$755K Sell
2024
Q1
$754K Sell
2023
Q4
$690K Sell
2023
Q3
$627K Buy
2023
Q2
$525K Buy
2023
Q1
$433K Hold
2022
Q4
$397K Sell
2022
Q3
$354K Buy
2022
Q2
$302K Buy
2022
Q1
$361K Buy
2021
Q4
$353K Sell
2021
Q3
$358K Buy
2021
Q2
$266K Hold
2021
Q1
$248K Sell
2020
Q4
$238K Hold
2020
Q3
$202K Buy