Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$861K Sell
2025
Q1
$1.19M Buy
2024
Q4
$349K Buy
2024
Q3
Sell
2024
Q2
$793K Buy
2023
Q3
Sell
2023
Q2
$354K Buy
2023
Q1
Sell
2022
Q4
$562K Buy
2022
Q3
Sell
2022
Q2
$1.07M Buy
2021
Q4
Sell
2021
Q3
$811K Buy
2021
Q2
Sell
2021
Q1
$289K Buy
2020
Q4
Sell
2020
Q3
$300K Buy