Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1M Sell
2025
Q1
$909K Buy
2024
Q4
$1.02M Sell
2024
Q3
$1.23M Sell
2024
Q2
$1.33M Buy
2024
Q1
$1.22M Buy
2023
Q4
$1.01M Sell
2023
Q3
$888K Buy
2023
Q2
$740K Sell
2023
Q1
$589K Buy
2022
Q4
$394K Buy
2022
Q3
$458K Sell
2022
Q2
$533K Buy
2022
Q1
$496K Buy
2021
Q4
$497K Buy