Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.07M Sell
2025
Q1
$760K Sell
2024
Q4
$982K Sell
2024
Q3
$1.04M Buy
2024
Q2
$890K Buy
2024
Q1
$627K Sell
2023
Q4
$481K Buy
2023
Q3
$393K Buy
2023
Q2
$365K Sell
2023
Q1
$258K Sell
2022
Q4
$215K Buy
2022
Q3
Sell
2022
Q2
$242K Buy
2022
Q1
$400K Buy
2021
Q4
$429K Buy