Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.18M Sell
2025
Q1
$1.14M Sell
2024
Q4
$1.09M Sell
2024
Q3
$1.09M Sell
2024
Q2
$1.11M Sell
2024
Q1
$1.08M Sell
2023
Q4
$881K Sell
2023
Q3
$885K Buy
2023
Q2
$813K Buy
2023
Q1
$492K Sell
2022
Q4
$583K Buy
2022
Q3
$444K Sell
2022
Q2
$529K Sell
2022
Q1
$910K Buy
2021
Q4
$700K Buy
2021
Q3
$331K Buy