Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.1M Buy
2025
Q1
$824K Buy
2024
Q4
$255K Sell
2024
Q3
$369K Buy
2024
Q2
$479K Buy
2024
Q1
$667K Sell
2023
Q4
$767K Sell
2023
Q3
$592K Buy
2023
Q2
$525K Buy
2023
Q1
$319K Sell
2022
Q4
$261K Buy
2022
Q3
$203K Buy
2022
Q2
$257K Sell
2022
Q1
$362K Buy
2021
Q4
Sell
2021
Q3
$217K Buy
2020
Q2
Sell
2020
Q1
$133K Buy