Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$725K Buy
2025
Q1
$557K Sell
2024
Q4
$830K Sell
2024
Q3
$932K Sell
2024
Q2
$1.3M Sell
2024
Q1
$1.78M Sell
2023
Q4
$1.64M Buy
2023
Q3
$1.52M Buy
2023
Q2
$1.38M Buy
2023
Q1
$1.04M Buy
2022
Q4
Sell
2022
Q3
$1.06M Buy
2022
Q2
Sell
2022
Q1
$1.42M Buy
2021
Q4
$1.47M Sell
2021
Q3
$2.21M Buy
2021
Q2
$1.75M Buy
2021
Q1
$1.93M Buy
2020
Q4
$1.78M Buy