Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$518K Sell
2025
Q1
$3.45M Buy
2024
Q4
$3.83M Sell
2024
Q3
$4.14M Buy
2024
Q2
$3.94M Buy
2024
Q1
$3.18M Sell
2023
Q4
$3.15M Buy
2023
Q3
$1.36M Buy
2023
Q2
$1.01M Buy
2023
Q1
$558K Buy
2022
Q4
$212K Sell
2022
Q3
$280K Sell
2022
Q2
$692K Buy
2022
Q1
$519K Buy
2021
Q4
$376K Sell
2021
Q3
$440K Buy
2021
Q2
$282K Sell
2021
Q1
$752K Sell
2020
Q4
$1.53M Buy