Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$969K Sell
2025
Q1
$896K Sell
2024
Q4
$1.38M Buy
2024
Q3
$874K Sell
2024
Q2
$1.19M Buy
2024
Q1
$1.12M Buy
2023
Q4
$778K Buy
2023
Q3
$662K Buy
2023
Q2
$519K Sell
2023
Q1
$700K Buy
2022
Q4
$421K Sell
2022
Q3
$531K Sell
2022
Q2
$668K Buy
2022
Q1
$447K Sell
2021
Q4
$1.62M Buy
2021
Q3
$431K Buy
2021
Q2
$312K Buy