Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$662K Sell
2025
Q1
$907K Sell
2024
Q4
$968K Sell
2024
Q3
$1.3M Sell
2024
Q2
$1.68M Buy
2024
Q1
$1.72M Buy
2023
Q4
$1.5M Sell
2023
Q3
$2.38M Buy
2023
Q2
$263K Sell
2023
Q1
$2.44M Buy
2022
Q4
$1.78M Sell
2022
Q3
$1.59M Buy
2022
Q2
$1.45M Buy
2022
Q1
$971K Buy
2021
Q4
$838K Buy