Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$604K Buy
2025
Q1
$559K Buy
2024
Q4
$551K Sell
2024
Q3
$588K Sell
2024
Q2
$949K Buy
2024
Q1
$740K Sell
2023
Q4
$680K Buy
2023
Q3
$692K Sell
2023
Q2
$1.3M Buy
2023
Q1
$1.08M Sell
2022
Q4
$1.11M Buy
2022
Q3
$904K Buy
2022
Q2
$854K Buy
2022
Q1
$1.3M Sell
2021
Q4
$1.77M Buy
2021
Q3
$1.03M Buy
2021
Q2
$967K Buy
2021
Q1
$102K Buy
2020
Q4
$67K Buy