Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$543K Sell
2025
Q1
$681K Sell
2024
Q4
$2.88M Buy
2024
Q3
$2.46M Buy
2024
Q2
Sell
2024
Q1
$734K Sell
2023
Q4
$915K Buy
2023
Q3
$1.18M Buy
2023
Q2
$626K Sell
2023
Q1
$862K Sell
2022
Q4
$3.24M Buy
2022
Q3
$1.61M Buy
2022
Q2
$466K Sell
2022
Q1
$1.17M Buy
2021
Q4
$637K Sell
2021
Q3
$972K Buy
2021
Q2
$591K Buy