Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$959K Sell
2025
Q1
$1.09M Sell
2024
Q4
$923K Buy
2024
Q3
$1M Sell
2024
Q2
$876K Sell
2024
Q1
$931K Buy
2023
Q4
$786K Sell
2023
Q3
$758K Sell
2023
Q2
$1.69M Sell
2023
Q1
$4.01M Buy
2022
Q4
$4M Sell
2022
Q3
$3.33M Sell
2022
Q2
$4.5M Buy
2022
Q1
$4.73M Sell
2021
Q4
$5.38M Buy
2021
Q3
$4.16M Buy
2021
Q2
$4.18M Buy
2021
Q1
$3.78M Buy
2020
Q4
$3.02M Buy
2020
Q3
$2.32M Buy
2020
Q2
$1.99M Buy
2020
Q1
$1.27M Buy