Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.66M Sell
2025
Q1
$3.16M Buy
2024
Q4
$1.03M Buy
2024
Q3
$827K Sell
2024
Q2
$950K Buy
2024
Q1
Sell
2023
Q4
$473K Buy
2023
Q3
$333K Buy
2023
Q2
Sell
2023
Q1
$237K Buy
2022
Q1
Sell
2021
Q4
$681K Buy
2021
Q3
$576K Sell
2021
Q2
$382K Buy
2021
Q1
$374K Buy
2020
Q4
$253K Buy