Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.19M Sell
2025
Q1
$809K Sell
2024
Q4
$976K Sell
2024
Q3
$1.06M Sell
2024
Q2
$982K Sell
2024
Q1
$1.23M Sell
2023
Q4
$1.32M Sell
2023
Q3
$1.06M Sell
2023
Q2
$1.2M Sell
2023
Q1
$1.1M Sell
2022
Q4
$1.03M Sell
2022
Q3
$833K Buy
2022
Q2
$923K Buy
2022
Q1
$961K Sell
2021
Q4
$1.22M Sell
2021
Q3
$896K Sell
2021
Q2
$1M Buy
2020
Q1
Sell
2019
Q4
$202K Buy