Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.25M Buy
2025
Q1
$827K Sell
2024
Q4
$1.18M Sell
2024
Q3
$945K Buy
2024
Q2
$670K Sell
2024
Q1
$518K Sell
2023
Q4
$913K Sell
2023
Q3
$869K Buy
2023
Q2
$884K Sell
2023
Q1
$1.53M Sell
2022
Q4
$1.13M Sell
2022
Q3
$876K Buy
2022
Q2
$1.74M Buy
2022
Q1
$2.56M Sell
2021
Q4
$3.17M Buy
2021
Q3
$474K Sell
2021
Q2
$308K Buy