Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$815K Sell
2025
Q1
$837K Buy
2024
Q4
$920K Sell
2024
Q3
$1.02M Buy
2024
Q2
$791K Sell
2024
Q1
$2.08M Buy
2023
Q4
$477K Sell
2023
Q3
$2.05M Buy
2023
Q2
$1.43M Buy
2023
Q1
$218K Sell
2022
Q4
$22.1M Buy
2022
Q3
$9.05M Buy
2022
Q2
$1.51M Buy
2022
Q1
$822K Buy
2021
Q3
Sell
2021
Q2
$991K Sell
2021
Q1
$2.51M Sell
2020
Q4
$5.87M Buy
2020
Q3
$4.76M Sell
2020
Q2
$2.75M Buy