Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$645K Buy
2025
Q1
$695K Buy
2024
Q4
$810K Buy
2024
Q3
$790K Sell
2024
Q2
$932K Sell
2024
Q1
$936K Buy
2023
Q4
$912K Sell
2023
Q3
$828K Buy
2023
Q2
$686K Sell
2023
Q1
$663K Sell
2022
Q4
$742K Buy
2022
Q3
$486K Sell
2022
Q2
$698K Sell
2022
Q1
$3.52M Buy
2021
Q4
$1.22M Buy
2021
Q3
$684K Sell
2021
Q2
$1.24M Buy
2021
Q1
$337K Buy
2020
Q4
$217K Buy