Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$889K Buy
2025
Q1
$521K Buy
2024
Q4
$620K Buy
2024
Q3
$544K Buy
2024
Q2
$477K Sell
2024
Q1
$439K Sell
2023
Q4
$321K Sell
2023
Q3
$320K Sell
2023
Q2
$371K Sell
2023
Q1
$411K Sell
2022
Q4
$607K Sell
2022
Q3
$459K Sell
2022
Q2
$679K Sell
2022
Q1
$871K Sell
2021
Q4
$1.86M Buy
2021
Q3
$1.68M Buy
2021
Q2
$414K Sell
2021
Q1
$422K Buy