Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$997K Buy
2025
Q1
$941K Buy
2024
Q4
$951K Buy
2024
Q3
$883K Sell
2024
Q2
$1.52M Buy
2024
Q1
$817K Sell
2023
Q4
$1.12M Sell
2023
Q3
$1.03M Sell
2023
Q2
$1.2M Buy
2023
Q1
$940K Buy
2022
Q4
$415K Buy
2022
Q3
$437K Buy
2022
Q2
$391K Sell
2022
Q1
$1.24M Buy
2021
Q4
$525K Buy
2021
Q3
$202K Sell
2021
Q2
$262K Sell
2021
Q1
$236K Sell
2020
Q4
$2.52M Buy