Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$861K Buy
2025
Q1
$663K Buy
2024
Q4
Sell
2024
Q3
$274K Buy
2024
Q2
$296K Sell
2024
Q1
$316K Sell
2023
Q4
$404K Sell
2023
Q3
$438K Buy
2023
Q2
$463K Sell
2023
Q1
$1.1M Sell
2022
Q4
$1.16M Buy
2022
Q3
$192K Sell
2022
Q2
$1.28M Buy
2022
Q1
$463K Buy
2021
Q4
$371K Sell
2021
Q3
$471K Buy
2021
Q2
$340K Buy
2021
Q1
Sell
2020
Q4
$537K Buy